Plan Snapshot
- Plan Sponsor: La Raza Services, INC
- Sponsor EIN: 840625478
- Sponsor Address: 3131 W 14TH AVE, DENVER, CO, 80204
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 131
- Total Assets: $2.2M
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. |
|---|---|---|---|---|
| 2025 | 131 | $2.2M | $0 | $0 |
| 2024 | 112 | $1.4M | $256,413 | $348,352 |
| 2023 | 69 | $586,167 | $175,676 | $208,261 |
| 2022 | 69 | $100,853 | $36,306 | $45,386 |
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 FIN. LIFE INSURANCE CO | Recordkeeper | $14,094 | — | $14,094 |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $10,794 | — | $10,794 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,888
- Estimated Expense Ratio: 1.155% 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 |
|---|---|---|---|---|---|
| 2025 | $256,242 | $831 | $10,794 | — | — |
| 2024 | $66,038 | — | — | — | — |
| 2023 | $14,399 | — | — | — | — |
| 2022 | $705 | — | — | — | — |