Plan Ledger DOL Form 5500 · updated monthly

Consolidated Catholic Administ401(k)

CONSOLIDATED CATHOLIC BENEFIT PLAN · ROSWELL, GA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Consolidated Catholic Administ reported $115,070 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $449 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 fell from 0.46% to 0.41%. 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 678th-largest of 2,160 plans among Georgia employers on file, and the 735th of 3,341 in other services. In 2024, employees put in $6.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,470,872
Participants with balances386
Active participants508
Employer contributions$228,031
Employee contributions$1,451,722
Employer contribution per active participant$449
Average account balance$76,349
Benefits paid to participants$2,438,486
Plan auditUnmodified (clean) audit opinion
AuditorWHITTLESEY
Plan history3
Yearassets · accounts · employer contribution
2024$29.5M · 386 accts · $228K emplr
2023$26.1M · 357 accts · $218K emplr
2022$22.2M · 350 accts · $165K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,506
Investment management$47,949
Audit (IQPA)$15,615
Total administrative$115,070
The Consolidated Catholic Administ 401(k) match · 2024
Employer contribution per active participant$449
Median for plans this size$2,416
2024$449 per active participant
2023$402 per active participant
2022$333 per active participant

Consolidated Catholic Administ's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20244
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$46,184
WHITTLESEY & HADLEY PC · Accounting / audit$15,615
EMPOWER ADVISORY GROUP, LLC · Investment management$1,765

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$115,070 · 0.41%
2023$120,689 · 0.50%
2022$113,144 · 0.46%
Similar plansOther Services · Georgia
Classic Collision, LLC GA$29.7M · 0.94%
Van Michael Salon, Inc. GA$28.0M · 0.54%
Aspirion Health Resources GA$24.0M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134064939 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.