# Chicanos Por La Causa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/chicanos-por-la-causa-inc-401k-plan

> Chicanos Por La Causa, INC.'s 401(k) plan: 2,006 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CLIFTONLARSONALLEN](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/chicanos-por-la-causa-inc-401k-plan)

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