Original filing (PDF)20250813122151NAL0012620512001

THE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA

Name: THE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA — THE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA 403(B) PLAN, Form 5500 (2024)
Creator: THE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA

Form 5500-SF

FILING_RECEIVED

THE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA 403(B) PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 CATHOLIC FOUNDATION OF GREATER PHILADELPHIA.

Plan sponsor

Name

THE CATHOLIC FOUNDATION OF GREATER PHILADELPHIA

EIN

46-1566557

Address

2133 ARCH ST. · SUITE 400 · PHILADELPHIA, PA · 19103

Phone

(215) 587-5650

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

2025-08-13

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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