# Catholic Charities, INC. Archdiocese Of Hartford DB Plan
Source: https://planprovider.pro/companies/catholic-charities-inc-archdiocese-of-hartford-plan-001

> Catholic Charities, INC. Archdiocese Of Hartford's DB plan: 37 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, 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|—|—|

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