Plan Snapshot
- Plan Sponsor: Chicanos Por La Causa, INC.
- Sponsor EIN: 860227210
- Sponsor Address: 1112 EAST BUCKEYE ROAD, PHOENIX, AZ, 850344043
- Plan Type: 401(k)
- Total Participants: 2,006
- Total Assets: $38.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,006 | $38.7M | $1.9M | $5.1M |
| 2023 | 1,645 | $31.7M | $1.4M | $4.5M |
| 2022 | 1,420 | $22.9M | $1.1M | $3.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $157,140 | — | $157,140 |
| CAPFINANCIAL PARTNERS LLC | ADVISOR | $60,087 | — | $60,087 |
| CLIFTONLARSONALLEN | ACCOUNTANT/AUDITOR | $11,025 | — | $11,025 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CLIFTONLARSONALLEN — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $228,252
- Estimated Expense Ratio: 0.589% 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 | $228,252 | $59,662 | — | $11,025 | — |
| 2023 | $186,513 | $56,650 | — | $6,300 | — |
| 2022 | $170,820 | — | — | — | — |