Plan Ledger DOL Form 5500 · updated monthly

Cathedral Square CorporationDC plan

403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION · SOUTH BURLINGTON, VT · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Cathedral Square Corporation reported $1,614 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,534 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Vermont (124th of 230), and the 1,340th of 3,341 in other services. In 2024, employees put in $1.79 for every $1.00 the employer contributed; active participation has grown from 146 to 207 since 2022.

Plan summary
Net assets, end of year$14,145,079
Participants with balances196
Active participants207
Employer contributions$317,608
Employee contributions$567,926
Employer contribution per active participant$1,534
Average account balance$72,169
Benefits paid to participants$1,140,221
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 196 accts · $318K emplr
2023$12.6M · 237 accts · $284K emplr
2022$9.9M · 204 accts · $262K emplr
Employer contributions to the Cathedral Square Corporation plan · 2024
Employer contribution per active participant$1,534
Median for plans this size$2,416
2024$1,534 per active participant
2023$1,972 per active participant
2022$1,797 per active participant

Cathedral Square Corporation's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,614 · 0.01%
2023$3,328 · 0.03%
2022$445 · 0.00%
Same employer
Similar plansOther Services · Vermont
Essex Management LLC VT$17.3M · 0.01%
McCann Systems LLC NJ$14.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030264362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.