# Catholic Charities, INC. - Archdiocese Of Hartford DC Plan
Source: https://planprovider.pro/companies/catholic-charities-inc-archdiocese-of-hartford-plan-002

> Catholic Charities, INC. - Archdiocese Of Hartford's DC plan: 614 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, 061052801

- **Plan Type:** DC

- **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|

| MUTUAL OF AMERICA LIFE INSURANCE CO|RECORD KEEPER|$8,350|—|$8,350|

| WHITTLESEY PC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $8,350

- **Estimated Expense Ratio:** 0.054% 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|$5,823|—|—|—|—|

| 2023|$2,946|—|$2,946|—|—|

| 2022|$2,861|—|$2,861|—|—|

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