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Original filing (PDF)20250321110241NAL0016156482003
COUNCIL OF CHIEF STATE SCHOOL
Form 5500
FILING_RECEIVED
COUNCIL OF CHIEF STATE SCHOOL OFFICERS 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
Late filing · 34.2 mo11 service providers
Active participants
67
Accounts w/ balance
135
Plan assets (EOY)
$21.2M
Net assets (EOY)
$21.2M
How this plan invests
This plan
12 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 34.2 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COUNCIL OF CHIEF STATE SCHOOL.
Plan sponsor
Name
COUNCIL OF CHIEF STATE SCHOOL
EIN
53-0198090
Address
1 MASSACHUSETTS NW AVE, SUITE 700 · WASHINGTON, DC · 200011406
Phone
(202) 336-7037
Industry
Educational Servicessee all
Plan administrator
Name
COUNCIL OF CHIEF STATE SCHOOL
EIN
53-0198090
City
WASHINGTON, DC
Phone
(202) 336-7004
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2020-07-01
Tax period
2021-06-30
Filed
2025-03-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
DIXON HUGHES GOODMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
11 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INS. CO. | 04-1590850 | — | CONTRACT ADMINISTRATOR | $32K | — |
Other
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN FUNDS | 95-1411037 | — | INVESTMENT PROVIDER | $0 | — |
| AMERICAN FUNDS | 66-0793788 | — | INVESTMENT PROVIDER | $0 | — |
| BLACKROCK | 51-0318674 | — | INVESTMENT PROVIDER | $0 | — |
| INVESCO | 93-6305075 | — | INVESTMENT PROVIDER | $0 | — |
| LORD ABBETT | 13-3731507 | — | INVESTMENT PROVIDER | $0 | — |
| MFS INVESTMENT MANAGEMENT | 04-2468583 | — | INVESTMENT PROVIDER | $0 | — |
| PGIM INVESTMENTS | 22-3468527 | — | INVESTMENT PROVIDER | $0 | — |
| T. ROWE PRICE | 52-0791372 | — | INVESTMENT PROVIDER | $0 | — |
| WELLS FARGO | 41-0449260 | — | INVESTMENT PROVIDER | $0 | — |
Investments
17 direct securities · 12 pooled funds· $22.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$12.1M
17 holdings
Pooled Separate Account
$10.3M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SIA-W1 BLUE CHIP GROWTH MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.7M | 12.6% | |
| BlackRock Lifepath Index 2050 Fund | — | — | — | $2.3M | 11.0% | |
| BlackRock Lifepath Index 2040 Fund | — | — | — | $2.1M | 9.9% | |
| SIA-YX MM S&P 500 INDEX MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.1M | 9.9% | |
| SIA-KT WASHINGTON MUTUAL INVS MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.2M | 5.9% | |
| BlackRock Lifepath Index Retirement Fund | — | — | — | $1.1M | 5.3% | |
| BlackRock Lifepath Index 2045 Fund | — | — | — | $932K | 4.4% | |
| MassMutual SF Guaranteed Fund - at contract value | — | — | — | $930K | 4.4% | |
| BlackRock Lifepath Index 2030 Fund | — | — | — | $921K | 4.4% | |
| SIA-WG NEW HORIZONS MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $863K | 4.1% | |
| SIA-ND GLOBAL MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $824K | 3.9% | |
| BlackRock Lifepath Index 2035 Fund | — | — | — | $624K | 3.0% | |
| BlackRock Lifepath Index 2055 Fund | — | — | — | $618K | 2.9% | |
| MassMutual Special Small Cap Value Fund | — | — | — | $549K | 2.6% | |
| SIA-JNM SPECIAL SMLCAP VAL MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $549K | 2.6% | |
| MassMutual Premiere Small Cap Opportunities Fund | — | — | — | $530K | 2.5% | |
| SIA-S SMLL CAP OPPS II MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $530K | 2.5% | |
| Lord Abbett Lord Abbett Total Return Fund | — | — | — | $449K | 2.1% | |
| SIA-C DEVELOPING MARKETS MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $377K | 1.8% | |
| SIA-VB EUROPACIFIC GROWTH MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $367K | 1.7% | |
| SIA-W9 MID CAP GROWTH MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $352K | 1.7% | |
| BlackRock Lifepath Index 2025 Fund | — | — | — | $333K | 1.6% | |
| SIA-CBW MM S&P MID CAP INDEX MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $289K | 1.4% | |
| BlackRock Lifepath Index 2060 Fund | — | — | — | $212K | 1.0% | |
| participant accounts - | — | — | — | $183K | 0.9% | |
| MassMutual Premier Inflation-Protected and Income Fund | — | — | — | $146K | 0.7% | |
| SIA-Y3 INFL-PROT AND INC MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $146K | 0.7% | |
| Prudential Global Real Estate Fund | — | — | — | $50K | 0.2% | |
| MFS International New Discovery Fund | — | — | — | $23K | 0.1% |