Plan Ledger DOL Form 5500 · updated monthly

United Cerebral Palsy Association of Greater Suffolk, Inc.Money purchase plan

UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLAN · HAUPPAUGE, NY · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

United Cerebral Palsy Association of Greater Suffolk, Inc. reported $68,642 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. Employer contributions averaged $1,282 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 0.777%. 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 (3,719th of 5,648), and 5,966th of 11,911 in health care & social assistance. active participation has shrunk from 345 to 310 since 2022.

Plan summary
Net assets, end of year$9,243,179
Participants with balances477
Active participants310
Employer contributions$397,525
Employee contributions—
Employer contribution per active participant$1,282
Average account balance$19,378
Benefits paid to participants$430,285
Plan auditUnmodified (clean) audit opinion
AuditorCERINI & ASSOCIATES LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 477 accts · $398K emplr
2023$8.4M · 482 accts · $487K emplr
2022$7.3M · 607 accts · $569K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,242
Audit (IQPA)$10,400
Total administrative$68,642
Employer contributions to the United Cerebral Palsy Association of Greater Suffolk, Inc. plan · 2024
Employer contribution per active participant$1,282
Median for plans this size$1,313
2024$1,282 per active participant
2023$1,556 per active participant
2022$1,650 per active participant

United Cerebral Palsy Association of Greater Suffolk, 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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$58,245
CERINI & ASSOCIATES LLP · Accounting / audit$10,400
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp
SIGNATURE SECURITIES GROUP CORP · Consultingindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$68,642 · 0.78%
2023$64,807 · 0.82%
2022$61,528 · 0.78%
All plans at this employer3
UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. NON-MANAGEMENT PENSION PLANMoney purchase plan
UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. MANAGEMENT PENSION PLANMoney purchase plan
UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · New York
East House Corporation NY$9.3M · 0.15%
St. James Hospital NY$9.3M · 1.22%
Abbott House, Inc. NY$9.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112568841 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.