Plan Snapshot
- Plan Sponsor: Catholic United Financial
- Sponsor EIN: 410182070
- Sponsor Address: 3499 LEXINGTON AVE N, SAINT PAUL, MN, 55126
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 81 | $19.0M | $644,598 | $726,954 |
| 2023 | 96 | $17.4M | $542,126 | $615,558 |
| 2022 | 75 | $15.9M | $765,293 | $695,761 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL | Other Service Provider | $24,649 | — | $24,649 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,649
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 |
|---|---|---|---|---|---|
| 2025 | $4,304,638 | — | $12,184 | — | — |
| 2024 | $7,730 | — | $7,730 | — | — |
| 2023 | $3,253 | — | $3,253 | — | — |
| 2022 | $10,190 | — | $10,190 | — | — |