Plan Snapshot
- Plan Sponsor: United Cerebral Palsy Association Of Greater Cleveland
- Sponsor EIN: 340753561
- Sponsor Address: 10011 EUCLID AVENUE, CLEVELAND, OH, 44106
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $4.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 172 | $4.2M | $108,064 | $307,887 |
| 2023 | 165 | $3.9M | $102,783 | $280,945 |
| 2022 | 150 | $3.2M | $86,806 | $256,026 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & CO LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,003 | $503 | $1,150 | — | — |
| 2023 | $1,192 | — | — | — | — |
| 2022 | $921 | — | $921 | — | — |