Plan Ledger DOL Form 5500 · updated monthly

United Cerebral Palsy of San Joaquin County401(k)

UNITED CEREBRAL PALSY ASSN, INC. 401(K) PROFIT SHARING PLAN · STOCKTON, CA · plan year 2022

Reported admin expense ratio · 2022
0.40%

United Cerebral Palsy of San Joaquin County reported $7,933 in plan administrative expenses for 2022: 0.40% of average plan assets, below the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,297th of 9,483), and 10,041st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$2,011,272
Participants with balances64
Active participants120
Employer contributions—
Employee contributions$48,297
Employer contribution per active participant—
Average account balance$31,426
Benefits paid to participants$109,834
Plan auditUnmodified (clean) audit opinion
AuditorBOWMAN & COMPANY, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,467
Investment management$466
Total administrative$7,933
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,933 · 0.40%
Similar plansHealth Care & Social Assistance · California
Luna Care Inc. CA$2.0M · 0.60%
Cv Sciences, Inc. CA$2.0M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 946124281 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.