Original filing (PDF)20251015161931NAL0005104433001

CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC.

Name: CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. — CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. 403(B) PLAN, Form 5500 (2024)
Creator: CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC.

Form 5500

FILING_RECEIVED

CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. 403(B) PLAN

401(k) retirement plan

Signals · 3

Late participant contributions~107 bps in Sched C feesNo recordkeeper disclosed

Active participants

1,628

Accounts w/ balance

1,115

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 27K (1% of contributions).
Total administrative cost in the bottom quartile of peers (17th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Decision-maker contacts

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

Plan sponsor

Name

CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC.

EIN

16-0743944

Address

1150 BUFFALO RD. · ROCHESTER, NY · 14624

Phone

(585) 328-3210

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

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

2E · Profit-sharing

2J · 401(k) feature

2L · 403(b)(1) annuity

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Auditor

BONADIO & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
BURKE GROUP	80-0688755	—	NONE	$84K	—

Investments

31 direct securities· $6.5M(83% of reported assets)

Other securities

$6.4M

30 holdings

Cash / Money Market

$63K

1 holding

					% of plan
Vanguard Target Retirement 2040 Inv Mutual fund	Other securities	—	—	$1.6M	20.1%
Vanguard Target Retirement 2030 Inv Mutual fund	Other securities	—	—	$950K	12.2%
Vanguard Target Retirement 2050 Inv Mutual fund	Other securities	—	—	$671K	8.6%
Vanguard Target Retirement 2045 Inv Mutual fund	Other securities	—	—	$464K	5.9%
Vanguard Target Retirement 2035 Inv Mutual fund	Other securities	—	—	$376K	4.8%
Vanguard Target Retirement 2060 Inv Mutual fund	Other securities	—	—	$297K	3.8%
Vanguard Target Retirement 2055 Inv Mutual fund	Other securities	—	—	$257K	3.3%
Vanguard 500 Index Admiral Mutual fund	Other securities	—	—	$253K	3.2%
Fidelity Large Cap Growth Index Mutual fund	Other securities	—	—	$209K	2.7%
Vanguard Target Retirement 2065 Inv Mutual fund	Other securities	—	—	$176K	2.2%
Vanguard Small Cap Index ADM Mutual fund	Other securities	—	—	$167K	2.1%
Vanguard Target Retirement Income Inv Mutual fund	Other securities	—	—	$164K	2.1%
Vanguard Target Retirement 2020 Inv Mutual fund	Other securities	—	—	$158K	2.0%
Vanguard Target Retirement 2025 Inv Mutual fund	Other securities	—	—	$155K	2.0%
dates through February 2034	Other securities	—	—	$98K	1.3%
Vanguard Federal Money Market Inv Money market fund	Cash / Money Market	—	—	$63K	0.8%
Fidelity U.S. Bond Index Mutual fund	Other securities	—	—	$57K	0.7%
Vanguard Explorer ADM Mutual fund	Other securities	—	—	$53K	0.7%
Vanguard International Growth ADM Mutual fund	Other securities	—	—	$48K	0.6%
Northern US Quality ESG I Mutual fund	Other securities	—	—	$45K	0.6%
MFS International Growth R6 Mutual fund	Other securities	—	—	$43K	0.6%
Vanguard Mid-Cap Growth Index Admiral Mutual fund	Other securities	—	—	$42K	0.5%
Vanguard Value Index ADM Mutual fund	Other securities	—	—	$39K	0.5%
Vanguard Interm-Term Treasury ADM Mutual fund	Other securities	—	—	$20K	0.3%
Vanguard Mid-Cap Value Index Admiral Mutual fund	Other securities	—	—	$19K	0.2%
Kennedy Capital ESG SMID Cap I Mutual fund	Other securities	—	—	$17K	0.2%
Vanguard Small Cap Value Index Admiral Mutual fund	Other securities	—	—	$14K	0.2%
Vanguard Developed Markets Index Fund AD Mutual fund	Other securities	—	—	$13K	0.2%
Cohen & Steers Realty Shares Mutual fund	Other securities	—	—	$7K	<0.1%
AMG GW&K ESG Bond I Mutual fund	Other securities	—	—	$5K	<0.1%
Vanguard Mid Cap Index ADM Mutual fund	Other securities	—	—	$5K	<0.1%