Retirement plan

CENTER FOR THE STUDY OF THE PRESIDENCY AND CONGRESS - TAX DEFERRED ANNUITY PLAN

Name: CENTER FOR THE STUDY OF THE PRESIDENCY AND CONGRESS - CENTER FOR THE STUDY OF THE PRESIDENCY AND CONGRESS - TAX DEFERRED ANNUITY PLAN (2025) Form 5500
Creator: CENTER FOR THE STUDY OF THE PRESIDENCY AND CONGRESS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CENTER FOR THE STUDY OF THE PRESIDENCY AND CONGRESS - TAX DEFERRED ANNUITY PLAN, CENTER FOR THE STUDY OF THE PRESIDENCY AND CONGRESS

CENTER FOR THE STUDY OF THE PRESIDENCY AND CONGRESSEIN 26-1558519Plan #002PY 2025

601 13TH ST NW STE 940N - WASHINGTON, DC 200054999202-872-9800thepresidency.orgLinkedIn11-50 employeesthink tanks

Other plans on this EIN

1 filing

#001Retirement-$1.4M assets

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$574K

+12.0% from 2024

Total participants

-21.7% from 2024

Average account balance

$35,867

+19.0% from 2024

Annual return

13.44%

+2.28 pp from 2024

Benchmarks

See 25,286 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort25,286 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$574K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$36K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.44%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4242

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G2L2T

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$68K

$8485 / participant

Other / not subdivided$68K100.0%

% of EOY assets

11.828%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,867

$102,595-65.0%

$94,057-61.9%

$154,746-76.8%

Participation rate

75.0%

76.0%-1.0pp

73.3%+1.7pp

80.7%-5.7pp

Annual return

13.44%

583.42%-570.0pp

480.62%-467.2pp

172.34%-158.9pp

Employer contribution / active EE

$7,577

$3,147+140.8%

$2,933+158.3%

$4,379+73.0%

Participant deferral / active EE

$5,118-100.0%

$4,709-100.0%

$6,730-100.0%

Admin fee / account holder

$4,242

$7,736-45.2%

$7,244-41.4%

$14,365-70.5%

CENTER FOR THE STUDY OF THE PRESIDENCY AND CONGRESS - TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CENTER FOR THE STUDY OF THE PRESIDENCY AND CONGRESS - TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion