Plan Ledger DOL Form 5500 · updated monthly

United Cerebral Palsy Associat401(k)

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED CEREBRAL PALSY ASSOCIATION OF CENTRAL ARIZONA, INC. · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

United Cerebral Palsy Associat reported $1,610 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $418 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 0.017% to 0.022%. 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 Arizona (669th of 1,285), and 6,509th of 11,911 in health care & social assistance. In 2024, employees put in $2.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,876,948
Participants with balances212
Active participants279
Employer contributions$116,546
Employee contributions$309,921
Employer contribution per active participant$418
Average account balance$37,155
Benefits paid to participants$695,543
Plan auditUnmodified (clean) audit opinion
AuditorATLAS CPAS & ADVISORS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 212 accts · $117K emplr
2023$7.1M · 217 accts · $128K emplr
2022$6.0M · 219 accts · $119K emplr
The United Cerebral Palsy Associat 401(k) match · 2024
Employer contribution per active participant$418
Median for plans this size$1,313
2024$418 per active participant
2023$418 per active participant
2022$398 per active participant

United Cerebral Palsy Associat's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,610

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,610 · 0.02%
2023$735 · 0.01%
2022$1,122 · 0.02%
Same employer
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Momdoc, LLC AZ$8.1M · 1.01%
Mbi Acquisition Corp. AZ$8.0M · 0.42%
Infinity Hospice Care LLC AZ$8.0M · 0.45%
Sage Hospice Holdings LLC AZ$7.8M · 1.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860110967 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.