# United Cerebral Palsy Of Central Florida 403(b) Plan
Source: https://planprovider.pro/companies/united-cerebral-palsy-of-central-florida-590799925-001

> United Cerebral Palsy Of Central Florida's 403(b) plan: 715 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 Of Central Florida

- **Sponsor EIN:** 590799925

- **Sponsor Address:** 4780 DATA CT, ORLANDO, FL, 328178331

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 715

- **Total Assets:** $5.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|715|$5.5M|$183,743|$622,652|

| 2023|750|$5.0M|$219,736|$514,933|

| 2022|640|$4.4M|$128,636|$409,598|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$35,549|—|$35,549|

| KESTRA ADVISORY SERVICES, LLC|Investment Advisor|—|$19,364|$19,364|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,913

- **Estimated Expense Ratio:** 1.004% 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|$35,549|—|$35,549|—|—|

| 2023|$27,557|—|$27,557|—|—|

| 2022|$30,396|—|—|—|—|

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