Plan Ledger DOL Form 5500 · updated monthly

Chicanos Por la Causa, Inc.401(k)

CHICANOS POR LA CAUSA, INC. 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Chicanos Por la Causa, Inc. reported $228,252 in plan administrative expenses for 2024: 0.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $961 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 2 years on file its reported administrative ratio fell from 0.72% to 0.65%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 237th-largest of 1,285 plans among Arizona employers on file, and the 2,294th of 11,911 in health care & social assistance. In 2024, employees put in $2.67 for every $1.00 the employer contributed; active participation has grown from 1,420 to 2,006 since 2022.

Plan summary
Net assets, end of year$38,732,453
Participants with balances2,258
Active participants2,006
Employer contributions$1,927,079
Employee contributions$5,140,797
Employer contribution per active participant$961
Average account balance$17,153
Benefits paid to participants$4,356,439
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.7M · 2,258 accts · $1.9M emplr
2023$31.7M · 1,978 accts · $1.4M emplr
2022$22.9M · 1,668 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$157,140
Investment management$59,662
Audit (IQPA)$11,025
Total administrative$228,252
The Chicanos Por la Causa, Inc. 401(k) match · 2024
Employer contribution per active participant$961
Median for plans this size$2,416
2024$961 per active participant
2023$868 per active participant
2022$748 per active participant

Chicanos Por la Causa, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$157,140
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$60,087
CLIFTONLARSONALLEN · Accounting / audit$11,025

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$228,252 · 0.65%
2023$186,513 · 0.68%
2022$170,820 · 0.72%
Same employer
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Sdi Services LLC AZ$44.7M · 0.20%
Smi Imaging, LLC AZ$39.0M · 1.42%
Cranial Technologies, Inc. AZ$38.9M · 0.41%
Pima Heart Physicians, P.C. AZ$37.4M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860227210 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.