Plan Ledger DOL Form 5500 · updated monthly

United Cerebral Palsy of Southern Arizona Inc401(k)

UNITED CEREBRAL PALSY OF SOUTHERN ARIZONA INC 401(K) PROFIT SHARING PLAN AND TRUST · TUCSON, AZ · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

United Cerebral Palsy of Southern Arizona Inc reported $8,249 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. Employer contributions averaged $278 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 1.77% to 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Arizona (1,065th of 1,285), and 10,915th of 11,654 in professional & technical services. In 2024, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,918,695
Participants with balances173
Active participants856
Employer contributions$238,076
Employee contributions$526,164
Employer contribution per active participant$278
Average account balance$11,091
Benefits paid to participants$81,398
Plan auditUnmodified (clean) audit opinion
AuditorLUDWIG KLEWER RUDNER PLLC
Plan history2
Yearassets · accounts · employer contribution
2024$1.9M · 173 accts · $238K emplr
2022$486K · 96 accts · $64K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,103
Investment management$5,146
Total administrative$8,249
The United Cerebral Palsy of Southern Arizona Inc 401(k) match · 2024
Employer contribution per active participant$278
Median for plans this size$1,313
2024$278 per active participant
2022$134 per active participant

United Cerebral Palsy of Southern Arizona 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
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee$3,103
RAYMOND JAMES & ASSOCIATES INC. · Investment advisory (participants) · Investment advisory (plan)$5,146

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

Administrative cost history2
2024$8,249 · 0.55%
2022$6,765 · 1.77%
Same employer
Similar plansProfessional & Technical Services · Arizona
J.P. Industries, Inc. AZ$2.0M · 1.10%
Ghr Limited AZ$1.9M · 0.76%
Open Network Exchange Inc AZ$1.6M · 0.44%
Globalmedia Group LLC AZ$1.5M · 0.85%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 860416461 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.