# La Posada At Park Centre, INC. 401(k) Plan
Source: https://planprovider.pro/companies/la-posada-at-park-centre-inc-plan

> La Posada At Park Centre, INC.'s 401(k) plan: 536 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| NEWPORT GROUP, INC.|NONE|$59,423|—|$59,423|

| CBIZ INVESTMENT ADVISORY SERVICE|NONE|$30,316|—|$30,316|

| NEWPORT GROUP CONSULTING|NONE|$5,044|—|$5,044|

| 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:** $94,783

- **Estimated Expense Ratio:** 0.451% 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|$78,168|$18,745|$59,423|—|—|

| 2023|$81,988|$25,893|$56,095|—|—|

| 2022|$103,534|$21,994|$81,540|—|—|

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