Plan Snapshot
- Plan Sponsor: A Catholic High School For Austin Dba St. Michael'S Catholic Academy
- Sponsor EIN: 742266181
- Sponsor Address: 3000 BARTON CREEK BLVD., AUSTIN, TX, 78735
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $346
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 0 | $346 | $36,311 | $88,412 |
| 2022 | 109 | $2.8M | $111,146 | $345,938 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ARMANINO LLP | Other Service Provider | $8,925 | — | $8,925 |
| ALLIANT RETIREMENT SERVICES | Investment Advisor | $8,026 | — | $8,026 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $7,922 | — | $7,922 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,873
- Estimated Expense Ratio: 7188.728% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $24,895 | $8,048 | — | — | — |
| 2022 | $19,245 | $16 | — | — | — |