# Catholic United Financial 401(k) Plan
Source: https://planprovider.pro/companies/catholic-united-financial-401k-plan

> Catholic United Financial's 401(k) plan: 81 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Catholic United Financial

- **Sponsor EIN:** 410182070

- **Sponsor Address:** 3499 LEXINGTON AVE N, SAINT PAUL, MN, 55126

- **Plan Type:** 401(k)

- **Total Participants:** 81

- **Total Assets:** $19.0M

## 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.|

| 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|

| CLIFTONLARSONALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## 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|$7,730|—|$7,730|—|—|

| 2023|$3,253|—|$3,253|—|—|

| 2022|$10,190|—|$10,190|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/catholic-united-financial-401k-plan)

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