# United Cerebral Palsy Of The North Bay, INC. 401(k) Plan
Source: https://planprovider.pro/companies/united-cerebral-palsy-of-the-north-bay-inc-401k-plan

> United Cerebral Palsy Of The North Bay, INC.&#39;s 401(k) plan: 270 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 The North Bay, INC.

- **Sponsor EIN:** 942284940

- **Sponsor Address:** 1425 N. MCDOWELL BLVD., PETALUMA, CA, 95954

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

- **Total Participants:** 270

- **Total Assets:** $8.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|270|$8.6M|$308,693|$638,597|

| 2023|247|$8.3M|$279,562|$609,302|

| 2022|200|$6.7M|$240,813|$556,734|

## 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|

| JING & COMPANY, AN ACCOUNTANCY CORP|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|$2,779|—|—|—|—|

| 2023|$34,448|—|—|$12,500|—|

| 2022|$32,877|$32,877|—|—|—|

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