Plan Snapshot
- Plan Sponsor: Casa De Los Ninos
- Sponsor EIN: 860314595
- Sponsor Address: 1120 N. 5TH AVE., TUCSON, AZ, 857057408
- Plan Type: 401(k)
- Total Participants: 163
- Total Assets: $6.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 163 | $6.5M | $231,988 | $451,228 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | RECORDKEEPER | $22,942 | — | $22,942 |
| ALLWORTH FINANCIAL LP | INVESTMENT ADVISOR | $19,937 | — | $19,937 |
| LATITUDE SERVICE COMPONAY, INC. | RECORDKEEPER | $17,932 | — | $17,932 |
| LUDWING KLEWER & RUDNER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA FINANCIAL LIFE INSURAN — RECORDKEEPER
- LUDWING KLEWER & RUDNER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,811
- Estimated Expense Ratio: 0.932% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $74,538 | — | — | — | — |