Plan Ledger DOL Form 5500 · updated monthly

La Frontera Center, Inc.403(b)

LA FRONTERA CENTER, INC. 403(B) PLAN · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.78%

La Frontera Center, Inc. reported $154,741 in plan administrative expenses for 2024: 0.78% of average plan assets, higher than ~90% of peers. 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 3 years on file its reported administrative ratio has held roughly steady near 0.784%. 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 355th-largest of 1,285 plans among Arizona employers on file, and the 3,552nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$21,022,690
Participants with balances996
Active participants1,423
Employer contributions—
Employee contributions$2,220,048
Employer contribution per active participant—
Average account balance$21,107
Benefits paid to participants$2,051,300
Plan auditUnmodified (clean) audit opinion
AuditorKEEGAN LINSCOTT& ASSOCIATES PC
Plan history3
Yearassets · accounts · employer contribution
2024$21.0M · 996 accts
2023$18.5M · 1,065 accts
2022$15.2M · 1,227 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$154,741
Total administrative$154,741
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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$154,740
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (participants) · Investment advisory (plan)indirect comp
CBIZ BENEFITS & INSURANCE SERVICES · Other servicesindirect comp

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$154,741 · 0.78%
2023$136,027 · 0.81%
2022$126,862 · 0.78%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
Cadence Education LLC AZ$20.9M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860215009 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.