Plan Ledger DOL Form 5500 · updated monthly

United Cerebral Palsy of New401(k)

TAX DEFERRED ANNUITY PLAN OF ADAPT COMMUNITY NETWORK · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

United Cerebral Palsy of New reported $131,770 in plan administrative expenses for 2024: 0.23% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,195th-largest of 5,648 plans among New York employers on file, and the 1,609th of 11,911 in health care & social assistance. active participation has grown from 2,015 to 2,471 since 2022.

Plan summary
Net assets, end of year$60,225,188
Participants with balances1,093
Active participants2,471
Employer contributions$0
Employee contributions$2,855,234
Employer contribution per active participant$0
Average account balance$55,101
Benefits paid to participants$4,602,667
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$60.2M · 1,093 accts
2023$54.4M · 1,025 accts
2022$37.6M · 898 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,862
Investment management$58,417
Total administrative$131,770
The United Cerebral Palsy of New 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$3,635

United Cerebral Palsy of New's 2024 employer contribution ran below the $3,635 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
MUTUAL OF AMERICA SEC. CORP LLC · Recordkeeping · Loan processing$129,551

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$131,770 · 0.23%
2023$125,755 · 0.27%
2022$13,298 · 0.03%
All plans at this employer4
401K PROFIT SHARING PLAN FOR EMPLOYEES OF ADAPT COMMUNITY NETWORKProfit-sharing plan
401K PROFIT SHARING PLAN FOR EMPLOYEES OF ADAPT COProfit-sharing plan
TAX DEFERRED ANNUITY PLAN OF ADAPT COMMUNITY NETWORK401(k)
NEW YORK LEAGUE FOR EARLY LEARNING, INC. DISCRETIONARY DEFINED CONTRIBUTION RETIREMENT PLANProfit-sharing plan
Same employer
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Excelsior Orthopaedics LLP NY$63.0M · 0.35%
People, Inc. NY$60.8M · 0.34%
Acld, Inc. NY$59.9M · 0.48%
The McGuire Group NY$58.3M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135654532 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.