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Original filing (PDF)20251014152344NAL0001609027001
LA FRONTERA CENTER, INC.
Form 5500
FILING_RECEIVED
LA FRONTERA CENTER, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,423
Accounts w/ balance
996
Plan assets (EOY)
$21.0M
Net assets (EOY)
$21.0M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
80
Knocking points off
- 74 bps in Schedule C fees — 154% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- 70% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LA FRONTERA CENTER, INC..
Plan sponsor
Name
LA FRONTERA CENTER, INC.
EIN
86-0215009
Address
504 WEST 29TH STREET · TUCSON, AZ · 857133353
Phone
(520) 838-3938
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KEEGAN LINSCOTT& ASSOCIATES PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES | 81-3968784 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $155K | — |
| CBIZ BENEFITS & INSURANCE SERVICES | 31-1582098 | — | TPA | $0 | — |
Investments
32 direct securities· $21.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Am Fds Trgt Dte Rtm 2040 R6 Fd Mutual Fund | — | — | — | $3.0M | 14.1% | |
| Am Fds Trgt Dte Rtm 2045 R6 Fd Mutual Fund | — | — | — | $2.6M | 12.4% | |
| Am Fds Trgt Dte Rtm 2025 R6 Fd Mutual Fund | — | — | — | $2.4M | 11.6% | |
| Am Fds Trgt Dte Rtm 2035 R6 Fd Mutual Fund | — | — | — | $1.8M | 8.8% | |
| Am Fds Trgt Dte Rtm 2030 R6 Fd Mutual Fund | — | — | — | $1.6M | 7.8% | |
| Am Fds Trgt Dte Rtm 2050 R6 Fd Mutual Fund | — | — | — | $1.6M | 7.6% | |
| Am Fds Trgt Dte Rtm 2020 R6 Fd Mutual Fund | — | — | — | $1.2M | 5.8% | |
| Am Fds Trgt Dte Rtm 2070 R6 Fd Mutual Fund * 204 Am Funds Amer Bal R6 Fd Mutual Fund | — | — | — | $786K | 3.7% | |
| Am Fds Trgt Dte Rtm 2055 R6 Fd Mutual Fund | — | — | — | $763K | 3.6% | |
| American Funds NewPrsp R6 Fnd Mutual Fund | — | — | — | $686K | 3.3% | |
| Am Fds Trgt Dte Rtm 2010 R6 Fd Mutual Fund | — | — | — | $665K | 3.2% | |
| Vanguard 500 Index Admiral Fd Mutual Fund | — | — | — | $517K | 2.5% | |
| Principal Fixed Income Guaranteed Option Fixed Income Investment | — | — | — | $441K | 2.1% | |
| balances | — | — | — | $399K | 1.9% | |
| Am Fds Trgt Dte Rtm 2015 R6 Fd Mutual Fund | — | — | — | $357K | 1.7% | |
| Vanguard Mid Cap Index Adm Fd Mutual Fund | — | — | — | $269K | 1.3% | |
| American Funds NewWorld R6 Mutual Fund | — | — | — | $244K | 1.2% | |
| Vanguard MidCp Grth Idx Adm Fd Mutual Fund | — | — | — | $216K | 1.0% | |
| AB Large Cap Growth Z Fund Mutual Fund | — | — | — | $203K | 1.0% | |
| Am Fds Trgt Dte Rtm 2065 R6 Fd Mutual Fund | — | — | — | $198K | 0.9% | |
| Baird Aggregate Bond Inst Fund Mutual Fund * 111 Western Asset Cr Pls Bd IS Fd Mutual Fund | — | — | — | $174K | 0.8% | |
| Vanguard Windsor II Adm Fund Mutual Fund | — | — | — | $161K | 0.8% | |
| Am Fds Trgt Dte Rtm 2060 R6 Fd Mutual Fund | — | — | — | $157K | 0.7% | |
| Vanguard Intl Growth Adm Fd Mutual Fund | — | — | — | $111K | 0.5% | |
| Vanguard Sm Cap Index Adm Fund Mutual Fund | — | — | — | $101K | 0.5% | |
| Putnam Sm Cap Growth R6 Fd Mutual Fund | — | — | — | $84K | 0.4% | |
| American Centur Mid-Cap Val R6 Mutual Fund | — | — | — | $70K | 0.3% | |
| Vgd Infl-Prot Sec Adm Fund Mutual Fund | — | — | — | $45K | 0.2% | |
| PIMCO Intl Bond (USD-Hdg) I Fd Mutual Fund | — | — | — | $21K | <0.1% | |
| Fidelity Real Est Index Fund Mutual Fund | — | — | — | $17K | <0.1% | |
| DFA US Targeted Value I Fund Mutual Fund | — | — | — | $15K | <0.1% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $4K | <0.1% |