Original filing (PDF)20251202143146NAL0025696914001

THE EVANGELICAL CATHOLIC

Name: THE EVANGELICAL CATHOLIC — THE EVANGELICAL CATHOLIC 401(K) P/S PLAN, Form 5500 (2024)
Creator: THE EVANGELICAL CATHOLIC

Form 5500-SF

FILING_RECEIVED

THE EVANGELICAL CATHOLIC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE EVANGELICAL CATHOLIC.

Plan sponsor

Name

THE EVANGELICAL CATHOLIC

EIN

39-1947596

Address

6602 NORMANDY LN FL 2 · MADISON, WI · 53719

Phone

(812) 272-7337

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

2024-07-01

Tax period

2025-06-30

Filed

2025-12-02

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

NATIONAL TECHNICAL HONOR SOCIETY

NATIONAL TECHNICAL HONOR SOCIETY RETIREMENT PLAN

$1.6M · 13 participants

LEADINGAGE KANSAS

LEADINGAGE KANSAS 401(K) PLAN

$1.6M

LAUDHOLM TRUST

LAUDHOLM TRUST DEFINED CONTRIBUTION RETIREMENT PLAN

$1.6M · 4 participants

FRANK OLEAN CENTER, INC.

403(B) THRIFT PLAN OF FRANK OLEAN CENTER, INC.

$1.6M · 148 participants

MARIE MILLS CENTER, INC.

MARIE MILLS CENTER, INC. 401(K) PLAN