# Catholic Charities Diocese Of Fort Worth Incorporated 403(b) Plan
Source: https://planprovider.pro/companies/catholic-charities-diocese-of-fort-worth-incorporated-403b-plan

> Catholic Charities Diocese Of Fort Worth Incorporated's 403(b) plan: 393 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$3,784|$60,247|$64,031|

| PRIME CAPITAL INVMT ADV|NONE|$56,261|—|$56,261|

| 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](https://planprovider.pro/provider/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:** $120,292

- **Estimated Expense Ratio:** 0.853% 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|

| 2024|$60,045|$56,261|$3,784|—|—|

| 2023|$54,781|—|$54,781|—|—|

| 2022|$46,803|$44,791|$2,012|—|—|

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