Plan Ledger DOL Form 5500 · updated monthly

Casa de Los Ninos401(k)

SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CASA DE LOS NINOS · TUCSON, AZ · plan year 2022

Reported admin expense ratio · 2022
0.21%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Casa de Los Ninos reported $15,046 in plan administrative expenses for 2022: 0.21% of average plan assets, below the peer median. Employer contributions averaged $1,050 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.21% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (735th of 1,285), and 7,029th of 11,911 in health care & social assistance. In 2022, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,672,968
Participants with balances245
Active participants240
Employer contributions$251,919
Employee contributions$445,359
Employer contribution per active participant$1,050
Average account balance$27,237
Benefits paid to participants$500,152
Plan auditUnmodified (clean) audit opinion
AuditorLUDWIG KLEWER & RUDNER PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$6.7M · 253 accts · $195K emplr
2022$6.7M · 245 accts · $252K emplr
The Casa de Los Ninos 401(k) match · 2022
Employer contribution per active participant$1,050
Median for plans this size$1,114
2023$912 per active participant
2022$1,050 per active participant

Casa de Los Ninos's 2022 employer contribution ran below the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024LATITUDE SERVICE COMPONAY, INC., Transamerica
2023Mutual of America

This plan has changed recordkeepers within these filings. If you left Casa de Los Ninos before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2023$932 · 0.01%
2022$15,046 · 0.21%
All plans at this employer2
FOCUS HR, INC. RETIREMENT PLAN401(k)
SAFE-HARBOR 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF CASA DE LOS NINOS401(k)
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Valleylife AZ$7.0M · 0.08%
Science Care, Inc. AZ$6.8M · 0.76%
Circle the City AZ$6.8M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860314595 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.