Plan Ledger DOL Form 5500 · updated monthly

United Cerebral Palsy Association of the North Country, Inc401(k)

UNITED CEREBRAL PALSY ASSOCIATION OF THE NORTH COUNTRY, INC 401(K) PLAN · CANTON, NY · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

United Cerebral Palsy Association of the North Country, Inc reported $50,792 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $1,712 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 0.62%. 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 (3,864th of 5,648), and 6,295th of 11,911 in health care & social assistance. In 2024, employees put in $1.09 for every $1.00 the employer contributed; active participation has grown from 180 to 202 since 2022.

Plan summary
Net assets, end of year$8,374,866
Participants with balances220
Active participants202
Employer contributions$345,778
Employee contributions$377,151
Employer contribution per active participant$1,712
Average account balance$38,068
Benefits paid to participants$1,124,167
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 220 accts · $346K emplr
2023$8.0M · 230 accts · $349K emplr
2022$7.0M · 233 accts · $332K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,958
Investment management$22,834
Total administrative$50,792
The United Cerebral Palsy Association of the North Country, Inc 401(k) match · 2024
Employer contribution per active participant$1,712
Median for plans this size$1,313
2024$1,712 per active participant
2023$2,017 per active participant
2022$1,844 per active participant

United Cerebral Palsy Association of the North Country, Inc's 2024 employer contribution ran above 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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$27,958
LPL FINANCIAL CORPORATION · Consulting · Insurance services$23,239

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$50,792 · 0.62%
2023$48,561 · 0.65%
2022$44,547 · 0.60%
Same employer
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Fpg Services, LLC NY$8.5M · 0.97%
Women in Need NY$8.5M · 1.93%
X-Treme Care LLC NY$8.3M · 2.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161568985 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.