Original filing (PDF)20251230174559NAL0030635264001

THE CATHOLIC FOUNDATION OF THE ARCHDIOCESE OF SANTA FE

Name: THE CATHOLIC FOUNDATION OF THE ARCHDIOCESE OF SANTA FE — THE CATHOLIC FOUNDATION OF THE ARCHDIOCESE OF SANTA FE DEFINED CONTRIBUTION PLAN, Form 5500 (2024)
Creator: THE CATHOLIC FOUNDATION OF THE ARCHDIOCESE OF SANTA FE

Form 5500-SF

FILING_RECEIVED

THE CATHOLIC FOUNDATION OF THE ARCHDIOCESE OF SANTA FE DEFINED CONTRIBUTION PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$474K

Net assets (EOY)

$474K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CATHOLIC FOUNDATION OF THE ARCHDIOCESE OF SANTA FE.

Plan sponsor

Name

THE CATHOLIC FOUNDATION OF THE ARCHDIOCESE OF SANTA FE

EIN

85-0395583

Address

4333 PAN AMERICAN FWY NE STE D · ALBUQUERQUE, NM · 871076833

Phone

(505) 872-2901

Industry

Other Services (ex. Public Admin)see all

Plan administrator