Plan Snapshot
- Plan Sponsor: Catholic Charities Maine
- Sponsor EIN: 010280225
- Sponsor Address: PO BOX 10660, PORTLAND, ME, 041046060
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 531
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 531 | $11.2M | $0 | $0 |
| 2024 | 342 | $11.7M | $204,205 | $522,452 |
| 2023 | 229 | $11.0M | $116,702 | $428,204 |
| 2022 | 219 | $9.8M | $59,149 | $319,119 |
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 |
|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | Recordkeeper | $8,628 | $5,869 | $14,497 |
| CARON BLETZER | Other Service Provider | $11,250 | — | $11,250 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,747
- Estimated Expense Ratio: 0.230% 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 |
|---|---|---|---|---|---|
| 2025 | $2,673,456 | $23,587 | $3,300 | — | — |
| 2024 | $31,370 | $26,455 | $4,675 | — | — |
| 2023 | $22,282 | $18,522 | $2,550 | — | — |
| 2022 | $15,301 | — | — | — | — |