Plan Snapshot
- Plan Sponsor: Cerebral Palsy Of Westchester
- Sponsor EIN: 131690769
- Sponsor Address: 1186 KING ST., RYE BROOK, NY, 10573
- Plan Type: DC
- Total Participants: 384
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 384 | $4.2M | $404,190 | $323,570 |
| 2023 | 346 | $3.2M | $315,907 | $295,194 |
| 2022 | 326 | $2.4M | $265,000 | $264,926 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $15,303 | — | $15,303 |
| AMERIPRISE FINANCIAL SERVICES INC. | OTHER SERVICES | — | $11,937 | $11,937 |
| ORENDA RETIREMENT LLC | CONTRACT ADMINISTRATOR | $9,117 | $2,182 | $11,299 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERIPRISE FINANCIAL SERVICES INC. — OTHER SERVICES
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,539
- Estimated Expense Ratio: 0.924% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $25,067 | — | $25,067 | — | — |
| 2023 | $21,679 | — | $21,679 | — | — |
| 2022 | $5,088 | — | $4,472 | — | $616 |