Plan Snapshot
- Plan Sponsor: United Cerebral Palsy Of Georgia
- Sponsor EIN: 580976462
- Sponsor Address: 3300 N E EXPY NE BLDG 9, ATLANTA, GA, 303413932
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 723
- 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. |
|---|---|---|---|---|
| 2025 | 723 | $5.5M | $0 | $0 |
| 2024 | 574 | $4.8M | $157,898 | $484,369 |
| 2023 | 547 | $4.0M | $139,684 | $432,315 |
| 2022 | 618 | $3.0M | $149,018 | $404,254 |
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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | Investment Advisor | — | $12,088 | $12,088 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $8,836 | — | $8,836 |
| ASCENSUS | Recordkeeper | $6,366 | $1,120 | $7,486 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,410
- Estimated Expense Ratio: 0.517% 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 |
|---|---|---|---|---|---|
| 2025 | $827,083 | — | $15,252 | — | — |
| 2024 | $18,103 | — | $18,103 | — | — |
| 2023 | $13,359 | — | $13,359 | — | — |
| 2022 | $9,699 | — | $9,699 | — | — |