Plan Snapshot
- Plan Sponsor: United Cerebral Palsy Association Of Niagra County, INC.
- Sponsor EIN: 160786061
- Sponsor Address: 9812 LOCKPORT RD, NIAGARA FALLS, NY, 143041114
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $5.1M
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 | 202 | $5.1M | $142,956 | $109,321 |
| 2023 | 208 | $4.8M | $151,859 | $95,535 |
| 2022 | 239 | $5.0M | $179,248 | $101,279 |
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 |
|---|---|---|---|---|
| LUMSDEN & MCCORMICK, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUMSDEN & MCCORMICK, LLP — Auditor
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 | $31,838 | — | $21,187 | — | — |
| 2023 | $30,239 | — | $21,079 | — | — |
| 2022 | $29,447 | — | $29,447 | — | — |