Original filing (PDF)20251014155344NAL0001647763002

Catholic Charities, Inc. - Archdiocese of Hartford

Name: Catholic Charities, Inc. - Archdiocese of Hartford — Form 5500 Plan 002 (2024)
Creator: Catholic Charities, Inc. - Archdiocese of Hartford
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford

Defined-contribution retirement plan · Catholic Charities, Inc. - Archdiocese of Hartford's 403(b) Thrift Plan of Catholic Charities, Inc. - Archdiocese of Hartford held $15.5M in plan assets for 614 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

30% in single holding

Active participants

614

Accounts w/ balance

651

Plan assets (EOY)

$15.5M

Net assets (EOY)

$15.5M

Plan identifiers

Catholic Charities, Inc. - Archdiocese of Hartford's EIN is 06-0667607.

EIN 06-0667607

Plan number 002

Plan year 2024

ACK ID 20251014155344NAL0001647763002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Catholic Charities, Inc. - Archdiocese of Hartford from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Catholic Charities, Inc. - Archdiocese of Hartford's plan includes ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD.

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How this plan invests

This plan

1 pooled trust

Schedule D

47 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Helping the score

Below-peer total plan cost (86th percentile).

Plan sponsor

Name

CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD

EIN

all filings

Address

839-841 ASYLUM AVENUE · HARTFORD, CT · 061052801

Phone

(860) 493-1841

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

WHITTLESEY PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA LIFE INSURANCE CO	—	NEW YORK, NY	RECORD KEEPER	$8K	—

Investments

47 direct securities · 1 pooled fund· $26.4M(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

$13.8M

31 holdings

Pooled Separate Account

$10.9M

1 holding

Mutual Funds

$1.2M

12 holdings

Common Collective Trusts

$492K

3 holdings

Cash / Money Market

$63K

1 holding

					% of plan
SEPARATE ACCONT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$10.9M	69.9%
Mutual of America Interest Accumulation Account	Other securities	—	—	$4.7M	30.1%
Mutual of America 2025 Retirement Fund	Other securities	—	—	$1.9M	12.5%
Mutual of America 2030 Retirement Fund	Other securities	—	—	$1.4M	9.0%
Mutual of America 2035 Retirement Fund	Other securities	—	—	$1.3M	8.6%
Mutual of America 2045 Retirement Fund	Other securities	—	—	$894K	5.8%
DWS Capital Growth VIP	Other securities	—	—	$443K	2.9%
Mutual of America 2040 Retirement Fund	Other securities	—	—	$438K	2.8%
Fidelity Investments VIP Contrafund Portfolio	Mutual Funds	—	—	$417K	2.7%
American Century VP Capital Appreciation	Other securities	—	—	$388K	2.5%
Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$321K	2.1%
T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$296K	1.9%
Mutual of America 2050 Retirement Fund	Other securities	—	—	$294K	1.9%
Mutual of America 2020 Retirement Fund	Other securities	—	—	$272K	1.7%
Mutual of America 2055 Retirement Fund	Other securities	—	—	$263K	1.7%
Vanguard VIF International Portfolio	Mutual Funds	—	—	$218K	1.4%
Fidelity Investments VIP Equity-Income Portfolio	Mutual Funds	—	—	$173K	1.1%
Mutual of America Mid-Cap Equity Index	Common Collective Trusts	—	—	$167K	1.1%
Mutual of America Retirement Income Fund	Other securities	—	—	$160K	1.0%
Mutual of America 2015 Retirement Fund	Other securities	—	—	$151K	1.0%
Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$132K	0.8%
Mutual of America Aggressive Allocation	Other securities	—	—	$120K	0.8%
Fidelity Investments VIP Mid Cap Portfolio	Mutual Funds	—	—	$118K	0.8%
Mutual of America Bond Fund	Other securities	—	—	$112K	0.7%
Mutual of America MoA Intermediate Bond Fund	Other securities	—	—	$73K	0.5%
Mutual of America 2060 Retirement Fund	Other securities	—	—	$70K	0.5%
Mutual of America Moderate Allocation	Other securities	—	—	$66K	0.4%
Mutual of America All America Fund	Other securities	—	—	$65K	0.4%
Mutual of America Money Market Fund	Cash / Money Market	—	—	$63K	0.4%
Vanguard VIF REIT Index Portfolio	Mutual Funds	—	—	$55K	0.4%
Mutual of America 2065 Retirement Fund	Other securities	—	—	$54K	0.3%
Mutual of America Small Cap Growth Fund	Other securities	—	—	$47K	0.3%
Mutual of America Small Cap Value Fund	Other securities	—	—	$41K	0.3%
Fidelity Investments VIP Asset Manager	Mutual Funds	—	—	$39K	0.3%
Mutual of America MoA Balanced Fund	Other securities	—	—	$38K	0.2%
Mutual of America Mid Cap Value Fund	Other securities	—	—	$38K	0.2%
Mutual of America International Fund	Other securities	—	—	$36K	0.2%
Mutual of America Conservative Allocation	Other securities	—	—	$29K	0.2%
Invesco V.I. Main Street	Mutual Funds	—	—	$18K	0.1%
PIMCO Real Return Portfolio	Mutual Funds	—	—	$18K	0.1%
Goldman Sachs VIT US Equity Insights	Other securities	—	—	$14K	<0.1%
Goldman Sachs VIT Small Cap Eq Insights	Other securities	—	—	$13K	<0.1%
Delaware VIP Small Cap Value Series	Other securities	—	—	$13K	<0.1%
Calvert VP SRI Balanced Portfolio	Other securities	—	—	$9K	<0.1%
Vanguard Total Bond MKT I PRT	Mutual Funds	—	—	$5K	<0.1%
American Funds IS New World Fund	Mutual Funds	—	—	$5K	<0.1%
Mutual of America Small Cap Equity Index Fund	Common Collective Trusts	—	—	$4K	<0.1%
MFS VIT III Mid Cap Value Portfolio	Mutual Funds	—	—	$2K	<0.1%