Plan Ledger DOL Form 5500 · updated monthly

United Cerebral Palsy Association of Nassau County, Inc.Profit-sharing plan

403(B) THRIFT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC. · ROOSEVELT, NY · plan year 2023

Reported admin expense ratio · 2023
0.52%

United Cerebral Palsy Association of Nassau County, Inc. reported $133,155 in plan administrative expenses for 2023: 0.52% of average plan assets, higher than ~75% of peers. 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 0.36% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other other services employers. By assets it is the 2,119th-largest of 5,648 plans among New York employers on file, and the 824th of 3,341 in other services.

Plan summary
Net assets, end of year$26,459,864
Participants with balances1,073
Active participants812
Employer contributions—
Employee contributions$1,251,800
Employer contribution per active participant—
Average account balance$24,660
Benefits paid to participants$3,652,009
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.9M · 1,101 accts · $1.0M emplr
2023$26.5M · 1,073 accts
2022$24.9M · 1,138 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$100,194
Investment management$27,971
Trustee / custodial$4,175
Total administrative$133,155
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
SENTINEL BENEFITS GROUP, LLC · Recordkeeping$100,194
MUTUAL OF AMERICA · Claims processing · Recordkeeping$1,477
MORGAN STANLEY · Investment advisory (plan)$16,666
WEALTH ENHANCEMENT ADV SERVICES LLC · Investment advisory (plan)$9,827

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

Recordkeeper by year2
2024Sentinel Group
2023Mutual of America, Sentinel Group

This plan has changed recordkeepers within these filings. If you left United Cerebral Palsy Association of Nassau County, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$144,390 · 0.55%
2023$133,155 · 0.52%
2022$96,739 · 0.36%
Same employer
Similar plansOther Services · New York
Armada Parent, Inc NY$28.9M · 0.53%
Fos Feminista NY$27.4M · 0.20%
The Bronx Defenders NY$25.6M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 111723782 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.