Catholic Charities, Diocese Of 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Catholic Charities, Diocese Of
  • Sponsor EIN: 942677202
  • Sponsor Address: 433 JEFFERSON ST, OAKLAND, CA, 946073539
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 49
  • Total Assets: $3.2M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202349$3.2M$51,528$193,282
202251$3.0M$93,736$250,330

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