Plan Snapshot
- Plan Sponsor: Catholic Charities, INC. - Archdiocese Of Hartford
- Sponsor EIN: 060667607
- Sponsor Address: 839-841 ASYLUM AVENUE, HARTFORD, CT, 061052801
- Plan Type: 403(b)
- Total Participants: 614
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 614 | $15.5M | $620,453 | $464,513 |
| 2023 | 608 | $15.3M | $503,357 | $430,727 |
| 2022 | 568 | $13.9M | $431,393 | $365,884 |
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 |
|---|---|---|---|---|
| WHITTLESEY PC | Auditor | — | — | $0 |
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 | $5,823 | — | — | — | — |
| 2023 | $2,946 | — | $2,946 | — | — |
| 2022 | $2,861 | — | $2,861 | — | — |