Plan Ledger DOL Form 5500 · updated monthly

Cerebral Palsy of WestchesterProfit-sharing plan

CEREBRAL PALSY OF WESTCHESTER 403B PLAN · RYE BROOK, NY · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Cerebral Palsy of Westchester reported $25,067 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $1,053 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 2 years on file its reported administrative ratio rose from 0.21% to 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,645th of 5,648), and 8,435th of 11,911 in health care & social assistance. In 2024, the employer put in $1.25 for every $1.00 employees contributed themselves; active participation has grown from 326 to 384 since 2022.

Plan summary
Net assets, end of year$4,168,892
Participants with balances281
Active participants384
Employer contributions$404,190
Employee contributions$323,570
Employer contribution per active participant$1,053
Average account balance$14,836
Benefits paid to participants$245,587
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 281 accts · $404K emplr
2023$3.2M · 248 accts · $316K emplr
2022$2.4M · 237 accts · $265K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,067
Total administrative$25,067
Employer contributions to the Cerebral Palsy of Westchester plan · 2024
Employer contribution per active participant$1,053
Median for plans this size$1,313
2024$1,053 per active participant
2023$913 per active participant
2022$813 per active participant

Cerebral Palsy of Westchester'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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$15,303
ORENDA RETIREMENT LLC · Contract administrator · Other services$9,117
AMERIPRISE FINANCIAL SERVICES INC. · Other servicesindirect comp
WILSHIRE ASSOCIATES INCORPORATED · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$25,067 · 0.68%
2023$21,679 · 0.78%
2022$5,088 · 0.21%
Same employer
Similar plansHealth Care & Social Assistance · New York
The Fresh Air Fund NY$4.2M · 0.16%
Woodland Pond NY$4.2M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131690769 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.