Plan Snapshot
- Plan Sponsor: Cathedral Home For Children
- Sponsor EIN: 830169092
- Sponsor Address: 4989 N 3RD ST, LARAMIE, WY, 820729548
- Plan Type: 403(b)
- Total Participants: 119
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2024 | 119 | $4.8M | $181,468 | $251,460 |
| 2023 | 128 | $4.3M | $171,595 | $248,380 |
| 2022 | 118 | $3.6M | $151,820 | $230,708 |
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 |
|---|---|---|---|---|
| CARVER FLOREK & JAMES, CPA'S | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2024 | $1,989 | — | $1,989 | — | — |
| 2023 | $2,567 | — | $2,567 | — | — |
| 2022 | $2,672 | — | $2,672 | — | — |