# Trusted Fraternal Life DB Plan
Source: https://planprovider.pro/companies/catholic-financial-life-plan

> Trusted Fraternal Life's DB plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trusted Fraternal Life

- **Sponsor EIN:** 390201015

- **Sponsor Address:** 1100 W. WELLS STREET, MILWAUKEE, WI, 53233

- **Plan Type:** DB

- **Total Participants:** 24

- **Total Assets:** $38.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|24|$38.0M|$0|$0|

| 2023|33|$38.3M|$0|$0|

| 2022|36|$36.9M|$0|$0|

## 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|

| BAKER TILLY US, LLP|Auditor|$42,420|—|$42,420|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $42,420

- **Estimated Expense Ratio:** 0.112% 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|$225,060|$115,429|—|$42,420|—|

| 2023|$194,501|$111,365|—|$15,225|—|

| 2022|$207,336|$153,340|—|—|$53,996|

## Similar Plans

- [De Smet Agency, INC.](https://planprovider.pro/companies/de-smet-agency-inc-plan-001) — 3 participants

- [Neugen LLC](https://planprovider.pro/companies/neugen-llc-plan-003) — 1 participants

- [Trusted Fraternal Life](https://planprovider.pro/companies/catholic-financial-life-401k-plan) — 109 participants

- [Group Health Cooperative Of Eau Claire](https://planprovider.pro/companies/group-health-cooperative-of-eau-claire-401k-plan) — 137 participants

- [National Guardian Life Insurance Company](https://planprovider.pro/companies/national-guardian-life-insurance-company-plan-001) — 206 participants

- [Ansay & Associates, LLC](https://planprovider.pro/companies/ansay-associates-llc-401k-plan) — 248 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/catholic-financial-life-plan)

© 2026 PlanProvider.Pro