Original filing (PDF)20250730121433NAL0004680513001

CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY

Name: CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY — CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY LAY EMPLOYEE PENSION PLAN, Form 5500 (2024)
Creator: CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY

Form 5500-SF

FILING_RECEIVED

CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY LAY EMPLOYEE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY.

Plan sponsor

Name

CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY

EIN

84-6605844

Address

ECKERLE ADMINISTRATION CENTER · 922 WEST RIVERVIEW AVENUE · DAYTON, OH · 45402

Phone

(937) 223-7217

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

2025-07-30

Pension benefit codes

1A · Pay-related DB formula

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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