Plan Snapshot
- Plan Sponsor: Catholic Eldercare, INC.
- Sponsor EIN: 411399954
- Sponsor Address: 817 MAIN STREET N.E., MINNEAPOLIS, MN, 55413
- Plan Type: 403(b)
- Total Participants: 425
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 425 | $9.3M | $151,582 | $951,041 |
| 2023 | 427 | $9.0M | $135,055 | $814,269 |
| 2022 | 364 | $8.0M | $147,475 | $837,373 |
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 |
|---|---|---|---|---|
| SCHECHTER DOKKEN KANTER CPA'S | Auditor | — | — | $0 |
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 | $54,006 | — | $46,066 | — | — |
| 2023 | $51,800 | — | $43,615 | — | — |
| 2022 | $53,159 | — | — | — | $52,820 |