# United Cerebral Palsy Heartland 401(k) Plan
Source: https://planprovider.pro/companies/united-cerebral-palsy-heartland-440579903-111

> United Cerebral Palsy Heartland's 401(k) plan: 404 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** United Cerebral Palsy Heartland

- **Sponsor EIN:** 440579903

- **Sponsor Address:** 4645 LAGUARDIA DRIVE, BERKELEY, MO, 63134

- **Plan Type:** 401(k)

- **Plan Number:** 111

- **Total Participants:** 404

- **Total Assets:** $8.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|404|$8.0M|$369,492|$246,827|

| 2023|380|$7.1M|$383,548|$247,392|

| 2022|307|$6.1M|$323,156|$193,981|

## 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|

| MUTUAL OF AMERICA SEC. CORP LLC|Recordkeeper|$21,643|—|$21,643|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $21,643

- **Estimated Expense Ratio:** 0.272% 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|$40,895|—|—|—|—|

| 2023|$29,718|—|—|—|—|

| 2022|$26,251|—|—|—|—|

## Similar Plans

- [Compass Health, INC.](https://planprovider.pro/companies/compass-health-inc-431032835-502) — 3,364 participants

- [Easterseals Midwest](https://planprovider.pro/companies/easterseals-midwest-430979927-002) — 1,766 participants

- [Easter Seals Midwest](https://planprovider.pro/companies/easter-seals-midwest-430979927-501) — 1,212 participants

- [Cornerstones Of Care](https://planprovider.pro/companies/cornerstones-of-care-401k-plan) — 860 participants

- [Life Unlimited, INC.](https://planprovider.pro/companies/life-unlimited-inc-431237483-501) — 793 participants

- [Compass Health, INC.](https://planprovider.pro/companies/compass-health-inc-431032835-501) — 777 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-cerebral-palsy-heartland-440579903-111)

© 2026 PlanProvider.Pro