Original filing (PDF)20250919101438NAL0005189394001

CATHOLIC CHARITIES, INC.

Name: CATHOLIC CHARITIES, INC. — CATHOLIC CHARITIES, INC. 401(K ) RETIREMENT PLAN, Form 5500 (2024)
Creator: CATHOLIC CHARITIES, INC.

Form 5500-SF

FILING_RECEIVED

CATHOLIC CHARITIES, INC. 401(K ) RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

121

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATHOLIC CHARITIES, INC..

Plan sponsor

Name

CATHOLIC CHARITIES, INC.

EIN

39-1896823

Address

3710 EAST AVENUE SOUTH · PO BOX 266 · LA CROSSE, WI · 546020266

Phone

(608) 782-0710

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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