Plan Snapshot
- Plan Sponsor: Knights Of Columbus
- Sponsor EIN: 060416470
- Sponsor Address: ONE COLUMBUS PLAZA, NEW HAVEN, CT, 065103325
- Plan Type: 401(k)
- Total Participants: 686
- Total Assets: $156.0M
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 | 686 | $156.0M | $2.2M | $7.0M |
| 2023 | 630 | $139.5M | $2.1M | $6.7M |
| 2022 | 612 | $119.6M | $2.0M | $6.3M |
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 |
|---|---|---|---|---|
| SEWARD AND MONDE, CPAS | 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 | $100,799 | — | $100,437 | — | — |
| 2023 | $85,874 | — | $85,080 | — | — |
| 2022 | $80,044 | — | $80,044 | — | — |