Plan Snapshot
- Plan Sponsor: Catholic Charities, INC. Archdiocese Of Hartford
- Sponsor EIN: 060667607
- Sponsor Address: 839-841 ASYLUM AVENUE, HARTFORD, CT, 06105
- Plan Type: DB
- Total Participants: 37
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 37 | $5.6M | $1.2M | $0 |
| 2023 | 43 | $9.3M | $1.2M | $0 |
| 2022 | 45 | $7.9M | $130,000 | $0 |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA LIFE INSURANCE CO | INSURANCE CARRIER | $18,035 | — | $18,035 |
| WHITTLESEY PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,035
- Estimated Expense Ratio: 0.320% 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 | $18,035 | — | — | — | — |
| 2023 | $9,902 | — | — | — | — |
| 2022 | $16,632 | — | $16,632 | — | — |