Plan Snapshot
- Plan Sponsor: Catholic Benefits Association
- Sponsor EIN: 464009437
- Sponsor Address: 695 JERRY STREET SUITE 306, CASTLE ROCK, CO, 801040015
- Plan Type: 401(k)
- Total Participants: 9
- Total Assets: $488,708
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. |
|---|
| 2024 | 9 | $488,708 | $38,849 | $79,889 |
| 2023 | 4 | $351,240 | $18,824 | $45,406 |
| 2022 | 6 | $243,902 | $17,515 | $42,018 |