Plan Snapshot
- Plan Sponsor: Consolidated Catholic Administ
- Sponsor EIN: 134064939
- Sponsor Address: 10 MANSELL COURT SUITE 100, ROSWELL, GA, 30076
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 777
- Total Assets: $32.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 777 | $32.5M | $0 | $0 |
| 2024 | 508 | $29.5M | $228,031 | $1.5M |
| 2023 | 541 | $26.1M | $217,600 | $1.3M |
| 2022 | 495 | $22.2M | $164,622 | $1.2M |
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 |
|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | Recordkeeper | $63,394 | — | $63,394 |
| UBS FINANCIAL SERVICES INC | Investment Advisor | $44,228 | — | $44,228 |
| WHITTLESEY & HADLEY PC | Auditor | $38,767 | — | $38,767 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $146,389
- Estimated Expense Ratio: 0.451% 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 |
|---|---|---|---|---|---|
| 2025 | $3,520,865 | $46,809 | — | $38,767 | — |
| 2024 | $115,070 | $47,949 | — | $15,615 | — |
| 2023 | $120,689 | $40,099 | — | $13,553 | — |
| 2022 | $113,144 | $89,169 | $20,663 | — | $399 |