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Original filing (PDF)20251009151000NAL0003691411001
THE CATHOLIC UNIVERSITY OF AMERICA
Form 5500
FILING_RECEIVED
THE CATHOLIC UNIVERSITY OF AMERICA RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,973
Accounts w/ balance
3,506
Plan assets (EOY)
$605.8M
Net assets (EOY)
$605.8M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CATHOLIC UNIVERSITY OF AMERICA.
Plan sponsor
Name
THE CATHOLIC UNIVERSITY OF AMERICA
EIN
53-0196583
Address
620 MICHIGAN AVENUE, NE · 170 LEAHY HALL · WASHINGTON, DC · 20064
Phone
(202) 319-5050
Industry
Educational Servicessee 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
2025-10-09
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $55K | — |
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $22K | — |
| TIAA | 13-1624203 | — | NONE | $10K | — |
Investments
35 direct securities · 1 pooled fund· $621.4M(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
$590.4M
34 holdings
Real Estate
$15.5M
1 holding
Pooled Separate Account
$15.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA * Traditional Annuity - Non-Benefit Responsive Fixed annuity contract | — | — | — | $134.3M | 22.2% | |
| CREF * Stock Account Variable annuity contract | — | — | — | $93.9M | 15.5% | |
| TIAA-CREF * TIAA-CREF S&P 500 Idx-Inst Mutual fund | — | — | — | $36.1M | 6.0% | |
| Global Equities Account Variable annuity contract | — | — | — | $29.5M | 4.9% | |
| Growth Account Variable annuity contract | — | — | — | $28.9M | 4.8% | |
| Equity Index Account Variable annuity contract | — | — | — | $21.1M | 3.5% | |
| TIAA-CREF Lifecycle Index 2040 Mutual fund | — | — | — | $21.0M | 3.5% | |
| TIAA-CREF Lifecycle Index 2030 Mutual fund | — | — | — | $17.7M | 2.9% | |
| TIAA-CREF Lifecycle Index 2035 Mutual fund | — | — | — | $17.4M | 2.9% | |
| Traditional Annuity - Benefit Responsive Fixed annuity contract | — | — | — | $16.7M | 2.8% | |
| Social Choice Account Variable annuity contract | — | — | — | $15.7M | 2.6% | |
| Account Pooled separate account | Real Estate | — | — | $15.5M | 2.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $15.5M | 2.6% | |
| TIAA-CREF Intl Eq-Inst Mutual fund | — | — | — | $15.2M | 2.5% | |
| TIAA-CREF Lifecycle Index 2045 Mutual fund | — | — | — | $14.8M | 2.4% | |
| Core Bond Account Variable annuity contract | — | — | — | $12.3M | 2.0% | |
| TIAA-CREF Lg-Cap Val-Inst Mutual fund | — | — | — | $12.2M | 2.0% | |
| Money Market Account Variable annuity contract | — | — | — | $11.8M | 1.9% | |
| TIAA-CREF Lifecycle Index 2025 Mutual fund | — | — | — | $11.5M | 1.9% | |
| TIAA-CREF Qt Sml Cap Eq-Inst Mutual fund | — | — | — | $11.3M | 1.9% | |
| TIAA-CREF Lifecycle Index 2050 Mutual fund | — | — | — | $7.9M | 1.3% | |
| Inflation-linked Bond Account Variable annuity contract | — | — | — | $7.5M | 1.2% | |
| TIAA-CREF Mid-Cap Val-Inst Mutual fund | — | — | — | $7.4M | 1.2% | |
| TIAA-CREF Lifecycle Index 2020 Mutual fund | — | — | — | $6.8M | 1.1% | |
| Pacific Investment Management Company PIMCO Total Return Institutional Mutual fund | — | — | — | $6.4M | 1.0% | |
| TIAA-CREF Lg-Cap Resp-Eq Mutual fund | — | — | — | $6.3M | 1.0% | |
| TIAA-CREF Real Est Secs-Inst Mutual fund | — | — | — | $5.9M | 1.0% | |
| TIAA-CREF Core Equity Mutual fund | — | — | — | $5.8M | 1.0% | |
| TIAA-CREF Lifecycle Index 2055 Mutual fund | — | — | — | $4.5M | 0.7% | |
| TIAA-CREF Mid-Cap Gr-Inst Mutual fund | — | — | — | $2.7M | 0.4% | |
| TIAA-CREF Lifecycle Index 2015 Mutual fund | — | — | — | $2.7M | 0.4% | |
| TIAA-CREF Lifecycle Index 2010 Mutual fund | — | — | — | $1.9M | 0.3% | |
| maturities between 2025 to 2034 | — | — | — | $1.6M | 0.3% | |
| TIAA-CREF Lifecycle Index 2060 Mutual fund | — | — | — | $1.2M | 0.2% | |
| TIAA-CREF Lfcyle Rtmt Inc-Inst Mutual fund | — | — | — | $401K | <0.1% | |
| TIAA-CREF Lifecycle Index 2065 Mutual fund | — | — | — | $57K | <0.1% |