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Original filing (PDF)20251009220828NAL0012213584001
CATHOLIC FACILITIES OPERATIING LLC DBA CATHOLIC HEALTH FACILITIES
Form 5500
FILING_RECEIVED
CATHOLIC HEALTH GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
958
Accounts w/ balance
242
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATHOLIC FACILITIES OPERATIING LLC DBA CATHOLIC HEALTH FACILITIES.
Plan sponsor
Name
CATHOLIC FACILITIES OPERATIING LLC DBA CATHOLIC HEALTH FACILITIES
EIN
81-0772438
Address
701 LANSDALE AVENUE · LANSDALE, PA · 19446
Phone
(718) 360-8083
Industry
Health Care & Social Assistancesee 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
2025-10-09
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HMM & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUNTZ FINANCIAL | 26-1539572 | — | SERVICE PROVIDER | $0 | — |
Investments
31 direct securities · 1 pooled fund· $4.7M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.3M
31 holdings
Pooled Separate Account
$488K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Life Insurance and Annuity Company Amer Cent Ultra Fund R6 | — | — | — | $499K | 10.2% | |
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $488K | 10.0% | |
| Voya Life Insurance and Annuity Company Amer Cent One Choice 2035 Port R6 | — | — | — | $361K | 7.4% | |
| Voya Life Insurance and Annuity Company Amer Cent One Choice 2060 Port R6 | — | — | — | $336K | 6.9% | |
| Voya Life Insurance and Annuity Company JPMorgan Equity Income Fund | — | — | — | $308K | 6.3% | |
| Voya Life Insurance and Annuity Company Pioneer Bond Fund K | — | — | — | $231K | 4.7% | |
| Voya Life Insurance and Annuity Company Amer Cent One Choice 2030 Port R6 | — | — | — | $221K | 4.5% | |
| Voya Life Insurance and Annuity Company MFS International Value Fund | — | — | — | $206K | 4.2% | |
| Voya Life Insurance and Annuity Company Amer Cent One Choice 2025 Port R6 | — | — | — | $197K | 4.0% | |
| Voya Life Insurance and Annuity Company Vanguard 500 Index Fund | — | — | — | $195K | 4.0% | |
| Voya Life Insurance and Annuity Company DFA Real Estate Securities Port Inst. | — | — | — | $184K | 3.8% | |
| Voya Life Insurance and Annuity Company Amer Cent One Choice 2045 Port R6 | — | — | — | $164K | 3.4% | |
| Voya Life Insurance and Annuity Company Amer Cent One Choice 2055 Port R6 | — | — | — | $159K | 3.2% | |
| Voya Life Insurance and Annuity Company DFA Inflat-Prot Securities Port Inst | — | — | — | $143K | 2.9% | |
| Voya Life Insurance and Annuity Company Vanguard Mid-Cap Index Fund Adm | — | — | — | $137K | 2.8% | |
| Voya Life Insurance and Annuity Company Amer Cent One Choice 2050 Port R6 | — | — | — | $104K | 2.1% | |
| Voya Life Insurance and Annuity Company MFS Total Return Fund R6 | — | — | — | $103K | 2.1% | |
| Voya Life Insurance and Annuity Company Loomis Sayles Bond Fund | — | — | — | $101K | 2.1% | |
| Voya Life Insurance and Annuity Company AmCen One Choice Inc Port R6 | — | — | — | $91K | 1.9% | |
| Voya Life Insurance and Annuity Company Inv Opp Intl Growth R6 | — | — | — | $69K | 1.4% | |
| Voya Life Insurance and Annuity Company Amer Cent One Choice 2040 Port R6 | — | — | — | $68K | 1.4% | |
| Voya Life Insurance and Annuity Company American Funds New World R6 | — | — | — | $60K | 1.2% | |
| Voya Life Insurance and Annuity Company DFA US Targeted Value Port Inst | — | — | — | $58K | 1.2% | |
| Voya Life Insurance and Annuity Company ClrBrg Sm Cap Growth Fund | — | — | — | $50K | 1.0% | |
| Voya Life Insurance and Annuity Company Eaton Vance-Atl Cp S MidCp F R6 | — | — | — | $46K | 0.9% | |
| Voya Life Insurance and Annuity Company Amer Cent One Choice 2065 Port R6 | — | — | — | $42K | 0.9% | |
| Participant Loans Interest rates of 4.25% - 9.50% -0- | — | — | — | $38K | 0.8% | |
| Voya Life Insurance and Annuity Company Vanguard Small-Cap Index Fund Adm | — | — | — | $35K | 0.7% | |
| Voya Life Insurance and Annuity Company Voya Gov Money Mkt Fund A | — | — | — | $22K | 0.4% | |
| Voya Life Insurance and Annuity Company Inv Global Fund R6 | — | — | — | $16K | 0.3% | |
| Voya Life Insurance and Annuity Company MFS Value Fund R6 | — | — | — | $9K | 0.2% | |
| Voya Life Insurance and Annuity Company Neuberger Berman Sus Equity Fd R6 | — | — | — | $2K | <0.1% |
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