Original filing (PDF)20260506082223NAL0001873057001

Catholic Charities of Shiawassee / Genesee Counties

Name: Catholic Charities of Shiawassee / Genesee Counties — Form 5500 Plan 001 (2025)
Creator: Catholic Charities of Shiawassee / Genesee Counties
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Catholic Charities of Shiawassee and Genesee Counties 403(b) Retirement Plan

403(b) retirement plan · Catholic Charities of Shiawassee / Genesee Counties' Catholic Charities of Shiawassee and Genesee Counties 403(b) Retirement Plan held $1.5M in plan assets for 127 participants in 2025.

Signals · 1

No auditor on file

Active participants

127

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Shelly SAFI signed Catholic Charities of Shiawassee / Genesee Counties' 2025 Form 5500 as plan administrator.

Shelly SAFI — Plan Administrator — Form 5500 signer

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Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Catholic Charities of Shiawassee / Genesee Counties' EIN is 38-1359243.

EIN 38-1359243

Plan number 001

Plan year 2025

ACK ID 20260506082223NAL0001873057001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Catholic Charities of Shiawassee / Genesee Counties from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Catholic Charities of Shiawassee / Genesee Counties' plan includes 403(b) custodial accounts, 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 OF SHIAWASSEE / GENESEE COUNTIES.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

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