Plan Snapshot
- Plan Sponsor: United Cerebral Palsy Of Rhode
- Sponsor EIN: 050285815
- Sponsor Address: 200 MAIN ST STE 210, PAWTUCKET, RI, 028604119
- Plan Type: DC
- Total Participants: 292
- Total Assets: $2.5M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 292 | $2.5M | $0 | $197,425 |
| 2023 | 277 | $2.1M | $0 | $168,862 |
| 2022 | 153 | $2.1M | $0 | $135,853 |
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 |
|---|---|---|---|---|
| WARD FISHER & COMPANY, LLP | Auditor | — | — | $0 |
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 | $1,810 | — | — | — | — |
| 2023 | $700 | — | — | — | — |
| 2022 | $404 | — | — | — | — |