Original filing (PDF)20250918140839NAL0001618016001

La Posada at Park Centre, Inc.

Name: La Posada at Park Centre, Inc. — La Posada Employee, Form 5500 (2024)
Creator: La Posada at Park Centre, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

La Posada Employee Savings and Retirement Plan

401(k) retirement plan · La Posada at Park Centre, Inc.'s La Posada Employee Savings and Retirement Plan held $21.0M in plan assets for 536 participants in 2024, with Newport Group as recordkeeper.

Active participants

536

Accounts w/ balance

618

Plan assets (EOY)

$21.0M

Net assets (EOY)

$21.0M

How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LA POSADA AT PARK CENTRE, INC..

Plan sponsor

Name

LA POSADA AT PARK CENTRE, INC.

EIN

86-0828160all filings

Address

350 E. MORNINGSIDE · GREEN VALLEY, AZ · 85614

Phone

(520) 907-8668

Industry

Health Care & Social Assistance

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

2025-09-18

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	NONE	$59K	—
NEWPORT GROUP CONSULTING	—	BOSTON, MA	NONE	$5K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ INVESTMENT ADVISORY SERVICE	81-3968784

Investments

24 direct securities· $21.0M(100% of reported assets)

Mutual Funds

$19.6M

21 holdings

Participant loans

$752K

1 holding

Common Collective Trusts

$438K

1 holding

Other securities

$232K

1 holding

					% of plan
American Funds Trgt Date Ret 2035 R6 American Funds 0	Mutual Funds	—	—	$2.5M	11.9%
American Funds Trgt Date Ret 2025 R6 American Funds 0	Mutual Funds	—	—	$2.1M	10.1%
American Funds Trgt Date Ret 2020 R6 American Funds 0	Mutual Funds	—	—	$2.0M	9.4%
American Funds Trgt Date Ret 2040 R6 American Funds 0	Mutual Funds	—	—	$1.7M	8.3%
American Funds Trgt Date Ret 2030 R6 American Funds 0	Mutual Funds	—	—	$1.7M	7.9%
American Funds Growth Fund of Amer R6 American Funds 0	Mutual Funds	—	—	$1.6M	7.5%
American Funds Trgt Date Ret 2055 R6 American Funds 0	Mutual Funds	—	—	$1.4M	6.8%
American Funds Trgt Date Ret 2045 R6 American Funds 0	Mutual Funds	—	—	$1.2M	5.7%
American Funds American Balanced R6 American Funds 0	Mutual Funds	—	—	$974K	4.6%
American Funds Washington Mutual R6 American Funds 0	Mutual Funds	—	—	$919K	4.4%
American Funds U.S. Govt Money Mkt R6 American Funds 0	Mutual Funds	—	—	$802K	3.8%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$752K	3.6%
American Funds Trgt Date Ret 2050 R6 American Funds 0	Mutual Funds	—	—	$723K	3.4%
American Funds Trgt Date Ret 2015 R6 American Funds 0	Mutual Funds	—	—	$591K	2.8%
Fidelity 500 Index Fund Fidelity 0	Common Collective Trusts	—	—	$438K	2.1%
American Funds Cap World Gr & Inc R6 American Funds 0	Mutual Funds	—	—	$325K	1.5%
American Funds EuroPacific Gr R6 American Funds 0	Mutual Funds	—	—	$286K	1.4%
TCW MetWest Total Return Bond I TCW 0	Other securities	—	—	$232K	1.1%
American Funds New Perspective R6 American Funds 0	Mutual Funds	—	—	$221K	1.1%
Vanguard Short-Term Invest Grade Adm Vanguard 0	Mutual Funds	—	—	$172K	0.8%
American Funds Trgt Date Ret 2010 R6 American Funds 0	Mutual Funds	—	—	$110K	0.5%
Vanguard Mid-Cap Growth Index Adm Vanguard 0	Mutual Funds	—	—	$109K	0.5%
Fidelity Mid Cap Index Fidelity 0	Mutual Funds	—	—	$80K	0.4%
Fidelity Small Cap Index Fidelity 0	Mutual Funds	—	—	$74K	0.4%