Plan Snapshot
- Plan Sponsor: Catholic Charities Diocese Of Fort Worth Incorporated
- Sponsor EIN: 750808769
- Sponsor Address: 249 W THORNHILL DR, FT WORTH, TX, 76115
- Plan Type: 403(b)
- Total Participants: 393
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 393 | $14.1M | $766,882 | $1.1M |
| 2023 | 346 | $11.6M | $662,825 | $979,018 |
| 2022 | 295 | $9.6M | $561,999 | $887,403 |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL LLP — Auditor
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 | $60,045 | $56,261 | $3,784 | — | — |
| 2023 | $54,781 | — | $54,781 | — | — |
| 2022 | $46,803 | $44,791 | $2,012 | — | — |