Plan Snapshot
- Plan Sponsor: The Catholic University Of America
- Sponsor EIN: 530196583
- Sponsor Address: 620 MICHIGAN AVENUE, NE, WASHINGTON, DC, 20064
- Plan Type: 403(b)
- Total Participants: 1,973
- Total Assets: $605.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 1,973 | $605.8M | $9.2M | $7.7M |
| 2023 | 2,000 | $560.7M | $8.9M | $7.2M |
| 2022 | 1,716 | $500.0M | $8.5M | $6.5M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | NONE | $55,394 | — | $55,394 |
| GRANT THORNTON LLP | NONE | $22,400 | — | $22,400 |
| TIAA | NONE | $10,248 | — | $10,248 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — NONE
- TIAA — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $88,042
- Estimated Expense Ratio: 0.015% 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 |
|---|---|---|---|---|---|
| 2024 | $93,026 | $55,394 | $298 | $22,400 | — |
| 2023 | $107,242 | $66,655 | $1,342 | $20,500 | — |
| 2022 | $71,248 | — | — | — | $67,427 |