Plan Ledger DOL Form 5500 · updated monthly

United Cerebral Palsy of Central California, Inc401(k)

UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
1.03%

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

United Cerebral Palsy of Central California, Inc reported $27,165 in plan administrative expenses for 2024: 1.03% of average plan assets, higher than ~75% of peers. Employer contributions averaged $209 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 fell from 1.15% to 1.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (7,932nd of 9,483), and 2,691st of 3,341 in other services. In 2024, employees put in $6.38 for every $1.00 the employer contributed; active participation has grown from 126 to 153 since 2022.

Plan summary
Net assets, end of year$2,833,483
Participants with balances164
Active participants153
Employer contributions$31,909
Employee contributions$203,726
Employer contribution per active participant$209
Average account balance$17,277
Benefits paid to participants$72,139
Plan auditUnmodified (clean) audit opinion
AuditorDRITSAS GROOM MCCORMICK, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 164 accts · $32K emplr
2023$2.5M · 151 accts · $27K emplr
2022$2.0M · 139 accts · $33K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,165
Total administrative$27,165
The United Cerebral Palsy of Central California, Inc 401(k) match · 2024
Employer contribution per active participant$209
Median for plans this size$1,313
2024$209 per active participant
2023$194 per active participant
2022$260 per active participant

United Cerebral Palsy of Central California, Inc'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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$31,168
CETERA INVESTMENT ADVISERS LLC · Investment advisory (plan)$17,532

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$27,165 · 1.03%
2023$22,448 · 1.02%
2022$21,140 · 1.15%
Same employer
Similar plansOther Services · California
Broadbase Inc CA$2.9M · 0.94%
Promesa Behavioral Health CA$2.8M · 0.72%
Nations Finest CA$2.8M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941347062 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.