Plan Snapshot
- Plan Sponsor: Catholic Charities, INC. Diocese Of Madison
- Sponsor EIN: 390807067
- Sponsor Address: 702 S HIGH POINT ROAD, MADISON, WI, 53719
- Plan Type: DC
- Total Participants: 118
- Total Assets: $7.5M
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 | 118 | $7.5M | $177,008 | $312,429 |
| 2023 | 125 | $7.1M | $226,050 | $413,736 |
| 2022 | 190 | $6.2M | $226,145 | $462,179 |
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 |
|---|---|---|---|---|
| WEGNER CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEGNER CPAS — Auditor
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 | $44,375 | $42,063 | — | — | — |
| 2023 | $43,795 | $41,842 | — | — | — |
| 2022 | $44,920 | $43,520 | — | — | — |