Plan Snapshot
- Plan Sponsor: Catholic Life Insurance
- Sponsor EIN: 740548665
- Sponsor Address: 1635 NE LOOP 410, SAN ANTONIO, TX, 78209
- Plan Type: 401(k)
- Total Participants: 70
- Total Assets: $19.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 70 | $19.4M | $485,429 | $388,158 |
| 2023 | 67 | $18.4M | $421,483 | $435,097 |
| 2022 | 69 | $15.9M | $414,860 | $382,682 |