# Casa De Los Ninos 401(k) Plan
Source: https://planprovider.pro/companies/casa-de-los-ninos-401k-plan-001

> Casa De Los Ninos's 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [LUDWING KLEWER & RUDNER PLLC](https://planprovider.pro/provider/ludwig-klewer-and-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|—|—|—|—|

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