Plan Snapshot
- Plan Sponsor: Orange County Cerebral Palsy Association, INC.
- Sponsor EIN: 141456248
- Sponsor Address: 2 FLETCHER STREET, GOSHEN, NY, 109241402
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 172 | $4.8M | $74,896 | $142,006 |
| 2023 | 165 | $4.7M | $44,932 | $126,666 |
| 2022 | 168 | $4.7M | $0 | $199,089 |
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 |
|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES | Recordkeeper | $18,235 | — | $18,235 |
| FOCUSED WEALTH MANAGEMENT | Other Service Provider | $11,778 | — | $11,778 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT PLANS ADMIN SERVICES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,013
- Estimated Expense Ratio: 0.632% 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 | $30,013 | $24,407 | $5,606 | — | — |
| 2023 | $33,414 | $28,493 | $4,921 | — | — |
| 2022 | $40,168 | $35,774 | $4,149 | — | — |