Plan Snapshot
- Plan Sponsor: United Cerebral Palsy Association Of Greater Suffolk, INC.
- Sponsor EIN: 112568841
- Sponsor Address: 250 MARCUS BLVD., HAUPPAUGE, NY, 11788
- Plan Type: DC
- Total Participants: 136
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 136 | $7.0M | $330,946 | $0 |
| 2023 | 141 | $6.8M | $413,495 | $0 |
| 2022 | 162 | $6.2M | $470,918 | $0 |
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 |
|---|---|---|---|---|
| CERINI & ASSOCIATES LLP | Auditor | $10,400 | — | $10,400 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,400
- Estimated Expense Ratio: 0.148% 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 | $54,050 | — | — | $10,400 | — |
| 2023 | $52,713 | — | — | $10,200 | — |
| 2022 | $58,407 | — | — | — | $10,000 |