Plan Snapshot
- Plan Sponsor: La Posada At Park Centre, INC.
- Sponsor EIN: 860828160
- Sponsor Address: 350 E. MORNINGSIDE, GREEN VALLEY, AZ, 85614
- Plan Type: 401(k)
- Total Participants: 536
- Total Assets: $21.0M
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 | 536 | $21.0M | $609,795 | $1.3M |
| 2023 | 559 | $18.6M | $570,198 | $1.2M |
| 2022 | 499 | $16.3M | $527,377 | $1.2M |
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 |
|---|---|---|---|---|
| CBIZ CPAS, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $78,168 | $18,745 | $59,423 | — | — |
| 2023 | $81,988 | $25,893 | $56,095 | — | — |
| 2022 | $103,534 | $21,994 | $81,540 | — | — |