Plan Ledger DOL Form 5500 · updated monthly

La Posada at Park Centre, Inc.401(k)

LA POSADA EMPLOYEE SAVINGS AND RETIREMENT PLAN · GREEN VALLEY, AZ · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

La Posada at Park Centre, Inc. reported $78,168 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $1,138 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 0.58% to 0.40%. 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 356th-largest of 1,285 plans among Arizona employers on file, and the 3,553rd of 11,911 in health care & social assistance. In 2024, employees put in $2.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,013,267
Participants with balances618
Active participants536
Employer contributions$609,795
Employee contributions$1,312,055
Employer contribution per active participant$1,138
Average account balance$34,002
Benefits paid to participants$1,859,434
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.0M · 618 accts · $610K emplr
2023$18.6M · 654 accts · $570K emplr
2022$16.3M · 611 accts · $527K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,423
Investment management$18,745
Total administrative$78,168
The La Posada at Park Centre, Inc. 401(k) match · 2024
Employer contribution per active participant$1,138
Median for plans this size$2,416
2024$1,138 per active participant
2023$1,020 per active participant
2022$1,057 per active participant

La Posada at Park Centre, 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
NEWPORT GROUP, INC. · Recordkeeping · Loan processing$59,423
CBIZ INVESTMENT ADVISORY SERVICE · Investment advisory (plan)$30,316
NEWPORT GROUP CONSULTING · Investment management$5,044

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$78,168 · 0.40%
2023$81,988 · 0.47%
2022$103,534 · 0.58%
Same employer
Similar plansHealth Care & Social Assistance · Arizona
La Frontera Center, Inc. AZ$21.0M · 0.78%
Cadence Education LLC AZ$20.9M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860828160 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.