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Original filing (PDF)20250812131809NAL0022995090001
CNFA
Form 5500
FILING_RECEIVED
CNFA RETIREMENT PLAN
403(b) retirement plan
Active participants
84
Accounts w/ balance
219
Plan assets (EOY)
$25.2M
Net assets (EOY)
$25.2M
How this plan invests
This plan
1 pooled trust
Schedule D
64 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CNFA.
Plan sponsor
Name
CNFA
EIN
52-1447902
Address
1828 L STREET, NW, SUITE 710 · WASHINGTON, DC · 200365104
Phone
(202) 296-3920
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
2025-08-12
Pension benefit codes
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $75 | — |
Investments
62 direct securities · 1 pooled fund· $25.0M(99% 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
$24.4M
62 holdings
Pooled Separate Account
$603K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA-CREF Vanguard 500 Idx Adm N/A | — | — | — | $3.8M | 15.0% | |
| TIAA-CREF JPM organ Large Cap Growth R6 N/A | — | — | — | $1.7M | 6.9% | |
| Registered investment companies * TIAA-CREF CREF Stock R1 N/A | — | — | — | $1.7M | 6.7% | |
| TIAA-CREF CREF Growth R1 N/A | — | — | — | $1.6M | 6.2% | |
| TIAA-CREF TIAA Traditional Non Benefit Responsive N/A | — | — | — | $1.4M | 5.4% | |
| TIAA-CREF Nuveen M oney M arket R6 N/A | — | — | — | $1.3M | 5.0% | |
| TIAA-CREF CREF Equity Index R1 N/A | — | — | — | $1.1M | 4.5% | |
| TIAA-CREF CREF Global Equities R1 N/A | — | — | — | $1.0M | 4.1% | |
| TIAA-CREF Nuveen LfCycle Ix 2045 R6 N/A | — | — | — | $975K | 3.9% | |
| TIAA-CREF Nuveen LfCycle Ix 2035 R6 N/A | — | — | — | $906K | 3.6% | |
| TIAA-CREF Vanguard M id-Cap Idx Adm N/A | — | — | — | $610K | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $603K | 2.4% | |
| TIAA-CREF Nuveen LfCycle Ix 2025 R6 N/A | — | — | — | $571K | 2.3% | |
| TIAA-CREF Nuveen LfCycle Ix 2050 R6 N/A | — | — | — | $561K | 2.2% | |
| TIAA-CREF CREF Social Choice R1 N/A | — | — | — | $470K | 1.9% | |
| TIAA-CREF Nuveen LfCycle Ix 2055 R6 N/A | — | — | — | $411K | 1.6% | |
| TIAA-CREF Hartford International Opp Y N/A | — | — | — | $367K | 1.5% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2035 T4 N/A | — | — | — | $366K | 1.5% | |
| TIAA-CREF CREF Inflation-Linked Bond R1 N/A | — | — | — | $358K | 1.4% | |
| TIAA-CREF Nuveen LfCycle Ix 2040 R6 N/A | — | — | — | $336K | 1.3% | |
| TIAA-CREF TIAA Stable Value N/A | — | — | — | $334K | 1.3% | |
| TIAA-CREF CREF Core Bond R1 N/A | — | — | — | $316K | 1.3% | |
| TIAA-CREF American EuroPac Growth R6 N/A | — | — | — | $315K | 1.2% | |
| TIAA-CREF Vanguard Small-Cap Idx Adm N/A | — | — | — | $292K | 1.2% | |
| TIAA-CREF CREF M oney M arket R1 N/A | — | — | — | $254K | 1.0% | |
| TIAA-CREF Nuveen Core Impact Bond R6 N/A | — | — | — | $244K | 1.0% | |
| TIAA-CREF PGIM Total Return Bond R6 N/A | — | — | — | $227K | 0.9% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2020 T4 N/A | — | — | — | $223K | 0.9% | |
| Unallocated insurance contracts * TIAA-CREF TIAA Traditional Benefit Responsive N/A | — | — | — | $220K | 0.9% | |
| TIAA-CREF JPM organ Equity Inc Fd Cla R6 N/A | — | — | — | $219K | 0.9% | |
| TIAA-CREF TIAA Access Nuv Core Equity T4 N/A | — | — | — | $219K | 0.9% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2055 T4 N/A | — | — | — | $208K | 0.8% | |
| TIAA-CREF Nuveen LfCycle Ix 2060 R6 N/A | — | — | — | $172K | 0.7% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2040 T4 N/A | — | — | — | $145K | 0.6% | |
| TIAA-CREF DFA Inflation ProtSecPortInst N/A | — | — | — | $140K | 0.6% | |
| TIAA-CREF JPM organ Small Cap Growth R6 N/A | — | — | — | $139K | 0.6% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2050 T4 N/A | — | — | — | $112K | 0.4% | |
| TIAA-CREF TIAA Access Nuv RlEstSecSel T4 N/A | — | — | — | $108K | 0.4% | |
| TIAA-CREF Nuveen Real Est Sec Sel R6 N/A | — | — | — | $104K | 0.4% | |
| TIAA-CREF Calvert US LrgCapCo Resp Idx I N/A | — | — | — | $100K | 0.4% | |
| TIAA-CREF American Cent M dCpVa Fd Cla R6 N/A | — | — | — | $93K | 0.4% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2045 T4 N/A | — | — | — | $85K | 0.3% | |
| TIAA-CREF TIAA Access Nuv Qt Sm Cp Eq T4 N/A | — | — | — | $71K | 0.3% | |
| TIAA-CREF TIAA Access Nuv M id Cap Val T4 N/A | — | — | — | $70K | 0.3% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2010 T4 N/A | — | — | — | $66K | 0.3% | |
| TIAA-CREF Nuveen LfCyc Ix Ret Inc R6 N/A | — | — | — | $60K | 0.2% | |
| TIAA-CREF TIAA Access Nuv Lrg Cap Val T4 N/A | — | — | — | $59K | 0.2% | |
| TIAA-CREF TIAA Access Nuv Intl Equity T4 N/A | — | — | — | $56K | 0.2% | |
| TIAA-CREF PIM CO Intl Bd USDolHed Inst N/A | — | — | — | $42K | 0.2% | |
| TIAA-CREF TIAA Access Nuv Sm Cp Bl Ix T4 N/A | — | — | — | $37K | 0.1% | |
| TIAA-CREF Nuveen LfCycle Ix 2020 R6 N/A | — | — | — | $30K | 0.1% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2025 T4 N/A | — | — | — | $23K | <0.1% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2030 T4 N/A | — | — | — | $14K | <0.1% | |
| TIAA-CREF TIAA Access Nuv LgCp Res Eq T4 N/A | — | — | — | $14K | <0.1% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2015 T4 N/A | — | — | — | $10K | <0.1% | |
| TIAA-CREF TIAA Access Nuv Equity Idx T4 N/A | — | — | — | $9K | <0.1% | |
| TIAA-CREF Nuveen LfCycle Ix 2065 R6 N/A | — | — | — | $9K | <0.1% | |
| TIAA-CREF TIAA Access Nuv M id Cap Grw T4 N/A | — | — | — | $7K | <0.1% | |
| TIAA-CREF TIAA Access Nuv Core Pl Bd T4 N/A | — | — | — | $4K | <0.1% | |
| TIAA-CREF TIAA Access Nuv LifCyc 2060 T4 N/A | — | — | — | $4K | <0.1% | |
| Loans to participants * Notes from participants Interest Rates 9.00% - 9.50% N/A | — | — | — | $3K | <0.1% | |
| TIAA-CREF Nuveen LfCycle Ix 2010 R6 N/A | — | — | — | $2K | <0.1% | |
| TIAA-CREF TIAA Access Nuv Lrg Cap Gr T4 N/A | — | — | — | $1K | <0.1% |
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