# Catholic Charities Of The Diocese Of St. Cloud 401(k) Plan
Source: https://planprovider.pro/companies/catholic-charities-of-the-diocese-of-st-cloud-401k-plan

> Catholic Charities Of The Diocese Of St. Cloud's 401(k) plan: 259 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 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](https://planprovider.pro/provider/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|

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