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Original filing (PDF)20260311153014NAL0006040466001
THE COMMON APPLICATION INC.
Form 5500
FILING_RECEIVED
THE COMMON APPLICATION INC. 403B PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
174
Accounts w/ balance
233
Plan assets (EOY)
$31.1M
Net assets (EOY)
$31.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
47 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 (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE COMMON APPLICATION INC..
Plan sponsor
Name
THE COMMON APPLICATION INC.
EIN
91-2170737
Address
3003 WASHINGTON BLVD · STE 1000 · ARLINGTON, VA · 22201
Phone
(703) 942-9944
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-11
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $924 | — |
Investments
46 direct securities · 2 pooled funds· $60.3M(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
$31.0M
46 holdings
Pooled Separate Account
$29.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $29.2M | 94.1% | |
| Vanguard 500 Index Adm | — | — | — | $4.2M | 13.7% | |
| American Funds Amerfds 2040 Trgt Date Ret R6 | — | — | — | $2.9M | 9.2% | |
| American Funds Amerfds 2045 Trgt Date Ret R6 | — | — | — | $2.8M | 9.2% | |
| American Funds Amerfds 2060 Trgt Date Ret R6 | — | — | — | $2.6M | 8.5% | |
| American Funds Amerfds 2055 Trgt Date Ret R | — | — | — | $2.4M | 7.7% | |
| American Funds Amerfds 2050 Trgt Date Ret R6 | — | — | — | $2.0M | 6.5% | |
| American Funds Amerfds 2035 Trgt Date Ret R6 | — | — | — | $1.9M | 6.1% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $1.4M | 4.6% | |
| Vanguard Mid Cap Index Adm | — | — | — | $1.4M | 4.5% | |
| Vanguard Small Cap Index Adm | — | — | — | $1.3M | 4.1% | |
| American Funds Amerfds 2030 Trgt Date Ret R6 | — | — | — | $917K | 3.0% | |
| Vanguard Dev Mkts Idx Adm | — | — | — | $839K | 2.7% | |
| JPMorgan Equity Income R6 | — | — | — | $674K | 2.2% | |
| American Funds Amerfds 2025 Trgt Date Ret R6 | — | — | — | $587K | 1.9% | |
| OneAmerica Company AUL Stable Value Account | — | — | — | $546K | 1.8% | |
| TIAA Nuveen Large Cap Resp EQ R6 | — | — | — | $462K | 1.5% | |
| MFS Intl Growth R6 | — | — | — | $427K | 1.4% | |
| DFA Real Estate Securities I | — | — | — | $426K | 1.4% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $364K | 1.2% | |
| Fidelity US Sustainability Idx | — | — | — | $253K | 0.8% | |
| PIMCO Income Instl | — | — | — | $214K | 0.7% | |
| TIAA CREF Growth R1 | — | — | — | $212K | 0.7% | |
| American Funds Amerfds New World R6 | — | — | — | $190K | 0.6% | |
| Participant Loans Notes receivable from participants, due through August 2052, with interest rates from 4.25% to 9.50% | — | — | — | $186K | 0.6% | |
| Invesco Smcap Grth R6 | — | — | — | $171K | 0.6% | |
| American Funds Amerfds 2065 Trgt Date Ret R6 | — | — | — | $169K | 0.5% | |
| American Funds American Funds US Gov Sec R6 | — | — | — | $158K | 0.5% | |
| TIAA Traditional Benefit Responsive | — | — | — | $150K | 0.5% | |
| TIAA CREF Stock R1 | — | — | — | $135K | 0.4% | |
| TIAA Traditional Non-Benefit Responsive | — | — | — | $128K | 0.4% | |
| TIAA CREF Money Market R1 | — | — | — | $116K | 0.4% | |
| TIAA CREF Global Equities R1 | — | — | — | $95K | 0.3% | |
| American Funds Amerfds 2010 Trgt Date Ret R6 1 American Funds Amerfds 2020 Trgt Date Ret R6 | — | — | — | $93K | 0.3% | |
| TIAA Nuveen Intl Res RQ R6 | — | — | — | $89K | 0.3% | |
| TIAA CREF Social Choice R1 | — | — | — | $85K | 0.3% | |
| TIAA Nuveen Core Impact Bond R6 | — | — | — | $61K | 0.2% | |
| TIAA CREF Equity Index R1 | — | — | — | $52K | 0.2% | |
| American Beacon Ambeacon Intl EQ R6 | — | — | — | $47K | 0.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $47K | 0.2% | |
| American Funds Amerfds Cap World Bond R6 | — | — | — | $32K | 0.1% | |
| TIAA CREF Core Bond R1 | — | — | — | $25K | <0.1% | |
| AllianceBernstein AB Discovery Value Z | — | — | — | $23K | <0.1% | |
| DFA US Targeted Val I | — | — | — | $18K | <0.1% | |
| TIAA CREF Inflation-Linked Bond R1 | — | — | — | $12K | <0.1% | |
| PGIM Total Return Bond R6 | — | — | — | $4K | <0.1% | |
| Goldmansachs Money Mkt Gvt R6 | — | — | — | $3K | <0.1% | |
| Putnam Sustainable Future R6 | — | — | — | $1K | <0.1% |