Plan Snapshot
- Plan Sponsor: Community Catalyst, INC.
- Sponsor EIN: 043355127
- Sponsor Address: 2 LIBERTY SQUARE, FLOOR 11, BOSTON, MA, 02109
- Plan Type: DC
- Total Participants: 95
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 95 | $7.9M | $487,520 | $588,475 |
| 2023 | 106 | $6.8M | $333,618 | $441,703 |
| 2022 | 87 | $6.7M | $324,777 | $488,385 |
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 |
|---|---|---|---|---|
| JOHNSON O'CONNOR FERON & CARUCCI | 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 | $25,093 | $21,492 | — | — | — |
| 2023 | $23,815 | $21,290 | — | — | — |
| 2022 | $24,853 | $21,125 | — | — | $3,728 |