Plan Ledger DOL Form 5500 · updated monthly

United Cerebral Palsy Seguin of Greater Chicago401(k)

UCP SEGUIN OF GREATER CHICAGO RETIREMENT SAVINGS PLAN · CICERO, IL · plan year 2024

Reported admin expense ratio · 2024
0.29%

United Cerebral Palsy Seguin of Greater Chicago reported $9,804 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. 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 fell from 0.45% to 0.29%. 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 Illinois (3,161st of 3,702), and 8,915th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,495,131
Participants with balances169
Active participants519
Employer contributions—
Employee contributions$403,173
Employer contribution per active participant—
Average account balance$20,681
Benefits paid to participants$539,319
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.5M · 169 accts
2023$3.2M · 150 accts
2022$2.5M · 129 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,804
Total administrative$9,804
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 · 20242
TBS AGENCY INCindirect 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$9,804 · 0.29%
2023$11,731 · 0.41%
2022$13,975 · 0.45%
Same employer
Similar plansHealth Care & Social Assistance · Illinois
Ctf Illinois IL$3.5M · 0.96%
Gareda, LLC IL$3.5M · 0.60%
Ahs Family Health Center IL$3.3M · 0.70%
Grand Prairie Services IL$3.3M · 0.74%
The Cara Program IL$3.3M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362894174 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.