Plan Ledger DOL Form 5500 · updated monthly

United Cerebral Palsy Association of Greater Cleveland401(k)

UNITED CEREBRAL PALSY ASSOCIATION RETIREMENT PLAN · CLEVELAND, OH · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

United Cerebral Palsy Association of Greater Cleveland reported $2,003 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $628 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 0.03% to 0.05%. 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 Ohio (2,654th of 3,295), and 8,409th of 11,911 in health care & social assistance. In 2024, employees put in $2.85 for every $1.00 the employer contributed; active participation has grown from 150 to 172 since 2022.

Plan summary
Net assets, end of year$4,210,408
Participants with balances190
Active participants172
Employer contributions$108,064
Employee contributions$307,887
Employer contribution per active participant$628
Average account balance$22,160
Benefits paid to participants$645,366
Plan auditUnmodified (clean) audit opinion
AuditorCITRIN COOPERMAN & CO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 190 accts · $108K emplr
2023$3.9M · 187 accts · $103K emplr
2022$3.2M · 155 accts · $87K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,150
Investment management$503
Total administrative$2,003
The United Cerebral Palsy Association of Greater Cleveland 401(k) match · 2024
Employer contribution per active participant$628
Median for plans this size$1,313
2024$628 per active participant
2023$623 per active participant
2022$579 per active participant

United Cerebral Palsy Association of Greater Cleveland'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
EQUITABLE ADVISORS LLCindirect 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$2,003 · 0.05%
2023$1,192 · 0.03%
2022$921 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Ohio
Drs. Frankel & Puhl, Inc. OH$4.1M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340753561 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.