Plan Ledger DOL Form 5500 · updated monthly

United Cerebral Palsy of the North Bay, Inc.403(b)

UCP OF THE NORTH BAY, INC. 403(B) RETIREMENT PLAN · PETALUMA, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

United Cerebral Palsy of the North Bay, Inc. reported $2,779 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,143 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 0.46% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (5,861st of 9,483), and 2,220th of 3,091 in educational services. In 2024, employees put in $2.07 for every $1.00 the employer contributed; active participation has grown from 200 to 270 since 2022.

Plan summary
Net assets, end of year$8,584,107
Participants with balances332
Active participants270
Employer contributions$308,693
Employee contributions$638,597
Employer contribution per active participant$1,143
Average account balance$25,856
Benefits paid to participants$1,508,440
Plan auditUnmodified (clean) audit opinion
AuditorJING & COMPANY, AN ACCOUNTANCY CORP
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 332 accts · $309K emplr
2023$8.3M · 333 accts · $280K emplr
2022$6.7M · 329 accts · $241K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,779
Total administrative$2,779
Employer contributions to the United Cerebral Palsy of the North Bay, Inc. plan · 2024
Employer contribution per active participant$1,143
Median for plans this size$1,313
2024$1,143 per active participant
2023$1,132 per active participant
2022$1,204 per active participant

United Cerebral Palsy of the North Bay, Inc.'s 2024 employer contribution ran below 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 · 20243
NATIONWIDE · Recordkeeping · Custodial (securities)$1,289
MORGAN STANLEY SMITH BARNEY$21,068
PERRY AND ASSOCIATES INC$2,650

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

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

Administrative cost history3
2024$2,779 · 0.03%
2023$34,448 · 0.46%
2022$32,877 · 0.46%
Same employer
Similar plansEducational Services · California
Point Quest, Inc. CA$8.8M · 0.63%
Park Day School CA$8.7M · 0.41%
American Film Institute CA$8.6M · 0.01%
Achievekids CA$8.4M · 0.01%
Black Pine Circle, Inc. CA$8.0M · 0.84%
The Wesley School CA$7.7M · 0.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 942284940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.