Original filing (PDF)20250728171309NAL0005434610001

CATHOLICS FOR CHOICE

Name: CATHOLICS FOR CHOICE — CATHOLICS FOR CHOICE 403(B) TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: CATHOLICS FOR CHOICE

Form 5500-SF

FILING_RECEIVED

CATHOLICS FOR CHOICE 403(B) TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$616K

Net assets (EOY)

$616K

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CATHOLICS FOR CHOICE.

Plan sponsor

Name

CATHOLICS FOR CHOICE

EIN

52-1154418

Address

228 PARK AVE SUITE 149075 · NEW YORK, NY · 10003

Phone

(202) 986-6093

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

THE FINWAY GROUP

EIN

42-1468222

City

WEST DES MOINES, IA

Phone

(515) 226-0974

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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