Plan Ledger DOL Form 5500 · updated monthly

Cerebral Palsy, Inc.401(k)

CEREBRAL PALSY, INC 401(K) RETIREMENT PLAN · GREEN BAY, WI · plan year 2024

Reported admin expense ratio · 2024
0.61%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Cerebral Palsy, Inc. reported $34,944 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $1,257 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Wisconsin (1,526th of 1,936), and 2,121st of 3,341 in other services. In 2024, employees put in $1.67 for every $1.00 the employer contributed; active participation has grown from 134 to 163 since 2022.

Plan summary
Net assets, end of year$6,179,712
Participants with balances192
Active participants163
Employer contributions$204,828
Employee contributions$341,999
Employer contribution per active participant$1,257
Average account balance$32,186
Benefits paid to participants$331,018
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 192 accts · $205K emplr
2023$5.3M · 170 accts · $193K emplr
2022$4.5M · 159 accts · $169K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,839
Investment management$32,105
Total administrative$34,944
The Cerebral Palsy, Inc. 401(k) match · 2024
Employer contribution per active participant$1,257
Median for plans this size$1,313
2024$1,257 per active participant
2023$1,338 per active participant
2022$1,262 per active participant

Cerebral Palsy, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$34,944

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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Administrative cost history3
2024$34,944 · 0.61%
2023$30,067 · 0.61%
2022$31,009 · 0.64%
Same employer
Similar plansOther Services · Wisconsin
Local 2138 U.S.W.A. WI$7.2M · 0.53%
Huebsch Laundry Company WI$6.2M · 0.94%
Bay Towel, Inc. WI$5.8M · 0.71%
Master Fleet, LLC WI$5.7M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390901265 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.