Plan Snapshot
- Plan Sponsor: Catholic Facilities Operatiing LLC Dba Catholic Health Facilities
- Sponsor EIN: 810772438
- Sponsor Address: 701 LANSDALE AVENUE, LANSDALE, PA, 19446
- Plan Type: 401(k)
- Total Participants: 958
- Total Assets: $4.9M
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 | 958 | $4.9M | $153,951 | $463,179 |
| 2023 | 815 | $4.1M | $131,705 | $389,778 |
| 2022 | 771 | $3.5M | $108,310 | $395,312 |
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 |
|---|---|---|---|---|
| HMM & CO., LLP | 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 | $21,858 | — | $21,458 | — | — |
| 2023 | $34,126 | — | $34,126 | — | — |
| 2022 | $22,244 | $22,244 | — | — | — |