# Catholic Charities, INC. Diocese Of Madison DC Plan
Source: https://planprovider.pro/companies/catholic-charities-inc-diocese-of-madison-plan-001

> Catholic Charities, INC. Diocese Of Madison's DC plan: 118 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. 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](https://planprovider.pro/provider/wegner-cpas-llp) — 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|—|—|—|

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