Plan Snapshot
- Plan Sponsor: United Cerebral Palsy Association Of Miami, INC. And Related Entities
- Sponsor EIN: 590637822
- Sponsor Address: 2700 WEST 81ST STREET, HIALEAH, FL, 33016
- Plan Type: 403(b)
- Total Participants: 965
- Total Assets: $18.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 965 | $18.9M | $436,417 | $1.1M |
| 2023 | 1,004 | $19.0M | $418,688 | $1.2M |
| 2022 | 1,067 | $17.3M | $392,013 | $1.2M |
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 |
|---|---|---|---|---|
| MENENDEZ, CPA, P.A. | 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 | $29,659 | $29,659 | — | — | — |
| 2023 | $26,166 | $26,166 | — | — | — |
| 2022 | $33,369 | $33,369 | — | — | — |