Original filing (PDF)20250820121125NAL0003258897001

KNIGHTS OF COLUMBUS

Name: KNIGHTS OF COLUMBUS — THE KNIGHTS OF COLUMBUS TAX SAVINGS INVESTMENT PLAN FOR U.S. AGENTS, Form 5500 (2024)
Creator: KNIGHTS OF COLUMBUS

Form 5500

FILING_RECEIVED

THE KNIGHTS OF COLUMBUS TAX SAVINGS INVESTMENT PLAN FOR U.S. AGENTS

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

852

Accounts w/ balance

420

Plan assets (EOY)

$42.7M

Net assets (EOY)

$42.7M

How this plan invests

This plan

3 pooled trusts

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KNIGHTS OF COLUMBUS.

Plan sponsor

Name

KNIGHTS OF COLUMBUS

EIN

06-0416470

Address

ONE COLUMBUS PLAZA · NEW HAVEN, CT · 065103325

Phone

(203) 752-4000

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

SEWARD AND MONDE, CPAS

Trustee / custodian

Service providers (Schedule C)

2 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L	36-4317381	—	INV ADV, PARTICIPANTS	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$34K	—

Investments

33 direct securities · 3 pooled funds· $42.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$37.3M

32 holdings

Pooled Separate Account

$5.3M

3 holdings

Agency / Mortgage-Backed

$94K

1 holding

					% of plan
Vanguard PRIMECAP Admiral Fund	Other securities	—	$4.8M	$5.3M	12.4%
PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016	Pooled Separate Account	—	$2.9M	$4.9M	11.4%
Principal Fixed Income Guaranteed Option -Fully Benefit-Responsive	Other securities	—	$2.3M	$2.4M	5.6%
Catholic Investor Large Cap Growth Fund	Other securities	—	$1.8M	$2.3M	5.3%
Vanguard Target Retirement 2025 Fund	Other securities	—	$2.3M	$2.2M	5.1%
Vanguard Target Retirement 2035 Fund	Other securities	—	$2.1M	$2.2M	5.0%
Vanguard Target Retirement 2030 Fund	Other securities	—	$1.7M	$1.8M	4.3%
Vanguard Strategic Equity Fund	Other securities	—	$1.7M	$1.7M	4.0%
Vanguard Windsor II Admiral Fund	Other securities	—	$1.6M	$1.7M	4.0%
Catholic Investor US All Cap Index Fund	Other securities	—	$1.4M	$1.5M	3.5%
Vanguard Target Retirement 2040 Fund	Other securities	—	$1.3M	$1.5M	3.4%
Vanguard Target Retirement Income Fund	Other securities	—	$1.5M	$1.4M	3.4%
Catholic Investor Large Cap Value Fund	Other securities	—	$1.3M	$1.4M	3.2%
Vanguard Total International Stock Index Admiral Fund	Other securities	—	$1.1M	$1.2M	2.8%
Vanguard Explorer Admiral Fund	Other securities	—	$1.2M	$1.2M	2.7%
Vanguard Wellington Admiral Fund	Other securities	—	$1.1M	$1.1M	2.5%
Vanguard Target Retirement 2050 Fund	Other securities	—	$898K	$1.1M	2.5%
Vanguard Target Retirement 2045 Fund	Other securities	—	$938K	$1.1M	2.5%
Vanguard Total Bond Market Index Admiral Fund	Other securities	—	$1.2M	$1.0M	2.5%
Catholic Investor International Equity Fund	Other securities	—	$922K	$911K	2.1%
Catholic Investor Small Cap Equity Fund	Other securities	—	$637K	$655K	1.5%
Vanguard Target Retirement 2020 Fund	Other securities	—	$621K	$565K	1.3%
Vanguard Short-Term Federal Admiral Fund	Other securities	—	$501K	$484K	1.1%
Catholic Investor Long Short Equity Fund	Other securities	—	$414K	$455K	1.1%
Vanguard Inflation-Protected Securities Admiral Fund	Other securities	—	$515K	$445K	1.0%
Catholic Investor Core Bond Fund	Other securities	—	$468K	$416K	1.0%
American Beacon Small Cap Value Investor Fund	Other securities	—	$399K	$379K	0.9%
Vanguard Target Retirement 2060 Fund	Other securities	—	$315K	$376K	0.9%
Catholic Investor Limited Duration Bond Fund	Other securities	—	$372K	$366K	0.9%
PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023	Pooled Separate Account	—	$215K	$247K	0.6%
Catholic Investor Global Real Estate Fund	Other securities	—	$220K	$215K	0.5%
PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028	Pooled Separate Account	—	$172K	$209K	0.5%
Vanguard Target Retirement 2055 Fund	Other securities	—	$97K	$107K	0.3%
Vanguard GNMA Admiral Fund	Agency / Mortgage-Backed	—	$105K	$94K	0.2%
Vanguard Target Retirement 2065 Fund	Other securities	—	$11K	$13K	<0.1%
Vanguard Target Retirement 2070 Fund	Other securities	—	$1K	$1K	<0.1%