Plan Snapshot
- Plan Sponsor: Catholic Charities Of The Diocese Of St. Cloud
- Sponsor EIN: 410737799
- Sponsor Address: 911 18TH STREET NORTH, ST. CLOUD, MN, 56303
- Plan Type: 401(k)
- Total Participants: 259
- Total Assets: $22.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 259 | $22.2M | $188,470 | $585,703 |
| 2023 | 262 | $19.8M | $179,525 | $625,763 |
| 2022 | 285 | $17.0M | $200,671 | $666,935 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $8,017 | — | $8,017 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,017
- Estimated Expense Ratio: 0.036% 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 | $140,288 | $95,335 | — | $8,017 | — |
| 2023 | $129,614 | $83,875 | — | $8,321 | — |
| 2022 | $133,885 | $38,122 | $87,888 | — | $7,875 |