Plan Snapshot
- Plan Sponsor: United Cerebral Palsy Association Of The North Country, INC
- Sponsor EIN: 161568985
- Sponsor Address: 4 COMMERCE LANE, CANTON, NY, 13617
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $8.4M
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 | $8.4M | $345,778 | $377,151 |
| 2023 | 173 | $8.0M | $348,962 | $350,618 |
| 2022 | 180 | $7.0M | $331,906 | $374,511 |
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 |
|---|---|---|---|---|
| BONADIO & CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO., 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 | $50,792 | $22,834 | — | — | — |
| 2023 | $48,561 | $21,397 | — | — | — |
| 2022 | $44,547 | $20,547 | — | — | — |