Plan Ledger DOL Form 5500 · updated monthly

Catholic Charities & Community Svc403(b)

403(B) THRIFT PLAN OF THE CATHOLIC CHARITIES · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Catholic Charities & Community Svc reported $65,301 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $1,808 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 0.25% to 0.31%. 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 the 463rd-largest of 1,461 plans among Colorado employers on file, and the 959th of 3,341 in other services. In 2024, the employer put in $1.08 for every $1.00 employees contributed themselves; active participation has shrunk from 576 to 516 since 2022.

Plan summary
Net assets, end of year$22,726,361
Participants with balances688
Active participants516
Employer contributions$932,868
Employee contributions$863,517
Employer contribution per active participant$1,808
Average account balance$33,033
Benefits paid to participants$1,475,930
Plan auditUnmodified (clean) audit opinion
AuditorKUNDINGER, CORDER & MONTOYA, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$22.7M · 688 accts · $933K emplr
2023$19.6M · 641 accts · $904K emplr
2022$16.2M · 663 accts · $662K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,251
Total administrative$65,301
Employer contributions to the Catholic Charities & Community Svc plan · 2024
Employer contribution per active participant$1,808
Median for plans this size$2,416
2024$1,808 per active participant
2023$1,519 per active participant
2022$1,149 per active participant

Catholic Charities & Community Svc'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 · 20242
TANDEM FINANCIALindirect comp

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

Administrative cost history3
2024$65,301 · 0.31%
2023$50,716 · 0.28%
2022$43,666 · 0.25%
Similar plansOther Services · Colorado
Salud Family Health, Inc. CO$33.7M · 0.27%
USA Hockey, Inc. CO$28.9M · 0.34%
Zynex, Inc. CO$19.8M · 0.80%
Youth Enrichment Brands CO$18.4M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840686679 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.