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Original filing (PDF)20250905101319NAL0017020721001
COUNCIL FOR PROFESSIONAL RECOGNITION
Form 5500
FILING_RECEIVED
COUNCIL FOR PROFESSIONAL RECOGNITION 403(B) DC PLAN
403(b) retirement plan
Signals · 1
50% in single holding
Active participants
65
Accounts w/ balance
69
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Outside Asset - TIAA Investments TIAA Investments 0" is 50% of plan.
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COUNCIL FOR PROFESSIONAL RECOGNITION.
Plan sponsor
Name
COUNCIL FOR PROFESSIONAL RECOGNITION
EIN
52-1410357
Address
1441 L STREET NW SUITE 600 · WASHINGTON, DC · 20005
Phone
(800) 424-4310
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GRF
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $3K | — |
Investments
22 direct securities · 1 pooled fund· $9.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$9.4M
22 holdings
Pooled Separate Account
$368K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Outside Asset - TIAA Investments TIAA Investments 0 | — | — | — | $4.7M | 50.4% | |
| Outside Asset - TIAA Guaranteed Outside Asset - TIAA Guaranteed 0 | — | — | — | $1.5M | 15.7% | |
| Outside Asset - TIAA Money Market TIAA Money Market 0 | — | — | — | $631K | 6.7% | |
| Nuveen Lifecycle Index 2035 R6 Nuveen 0 | — | — | — | $501K | 5.3% | |
| Outside Asset TIAA Cref 0 | — | — | — | $368K | 3.9% | |
| TIAA REAL ESTATE TIAA-CREEF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $368K | 3.9% | |
| Nuveen Lifecycle Index 2030 R6 Nuveen 0 | — | — | — | $235K | 2.5% | |
| Nuveen Lifecycle Index 2055 R6 Nuveen 0 | — | — | — | $187K | 2.0% | |
| Nuveen Lifecycle Index 2040 R6 Nuveen 0 | — | — | — | $177K | 1.9% | |
| Nuveen Lifecycle Index 2045 R6 Nuveen 0 | — | — | — | $161K | 1.7% | |
| Schwab S&P 500 Index Fund Schwab 0 | — | — | — | $156K | 1.7% | |
| Nuveen Lifecycle Index 2025 R6 Nuveen 0 | — | — | — | $149K | 1.6% | |
| Nuveen Lifecycle Index 2050 R6 Nuveen 0 | — | — | — | $118K | 1.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $112K | 1.2% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $89K | 0.9% | |
| Invesco QQQ Trust Invesco 0 | — | — | — | $66K | 0.7% | |
| Nuveen Lifecycle Index 2060 R6 Nuveen 0 | — | — | — | $52K | 0.5% | |
| Lord Abbett Bond Debenture R6 Lord Abbett 0 | — | — | — | $51K | 0.5% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $39K | 0.4% | |
| Fidelity International Index Fidelity 0 | — | — | — | $37K | 0.4% | |
| SPDR Portfolio S&P 600 Small Cap ETF SPDR 0 | — | — | — | $33K | 0.4% | |
| Nuveen Lifecycle Index 2065 R6 Nuveen 0 | — | — | — | $15K | 0.2% | |
| BlackRock Advantage CoreAlpha Bond K BlackRock 0 222 Standard Stable Asset Fund 2 Standard Stable 0 | — | — | — | $15K | 0.2% |
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