Plan Snapshot
- Plan Sponsor: United Cerebral Palsy Of Southern Arizona INC
- Sponsor EIN: 860416461
- Sponsor Address: 630 NORTH CRAYCROFT ROAD, TUCSON, AZ, 85711
- Plan Type: 401(k)
- Total Participants: 856
- Total Assets: $1.9M
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 | 856 | $1.9M | $238,076 | $526,164 |
| 2023 | 134 | $1.1M | $160,632 | $341,143 |
| 2022 | 476 | $486,292 | $64,008 | $229,020 |
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 |
|---|---|---|---|---|
| LUDWIG KLEWER RUDNER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUDWIG KLEWER RUDNER PLLC — 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 | $8,249 | $5,146 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $6,765 | $1,665 | $5,100 | — | — |