Plan Snapshot
- Plan Sponsor: Catholic Charities Of The Diocese Of Rochester, INC.
- Sponsor EIN: 160743944
- Sponsor Address: 1150 BUFFALO RD., ROCHESTER, NY, 14624
- Plan Type: 401(k)
- Total Participants: 1,626
- Total Assets: $30.4M
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. |
|---|---|---|---|---|
| 2024 | 1,626 | $30.4M | $0 | $0 |
| 2023 | 1,484 | $30.0M | $0 | $242,448 |
| 2022 | 1,311 | $32.8M | $1.1M | $1.7M |
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 |
|---|---|---|---|---|
| BURKE GROUP | Other Service Provider | $127,209 | — | $127,209 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,209
- Estimated Expense Ratio: 0.419% 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 | $127,049 | — | $127,049 | — | — |
| 2023 | $133,614 | — | $133,614 | — | — |
| 2022 | $79,340 | — | — | — | — |