Plan Ledger DOL Form 5500 · updated monthly

Upstate Cerebral Palsy dba Upstate Caring Partners403(b)

UPSTATE CARING PARTNERS 403(B) RETIREMENT PLAN · UTICA, NY · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Upstate Cerebral Palsy dba Upstate Caring Partners reported $47,267 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $1,828 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 0.04% to 0.08%. 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 1,109th-largest of 5,648 plans among New York employers on file, and the 1,496th of 11,911 in health care & social assistance. In 2024, the employer put in $1.51 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$66,354,686
Participants with balances1,892
Active participants1,653
Employer contributions$3,021,335
Employee contributions$2,002,189
Employer contribution per active participant$1,828
Average account balance$35,071
Benefits paid to participants$4,784,097
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$66.4M · 1,892 accts · $3.0M emplr
2023$59.2M · 1,912 accts · $1.9M emplr
2022$59.0M · 1,772 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,267
Total administrative$47,267
Employer contributions to the Upstate Cerebral Palsy dba Upstate Caring Partners plan · 2024
Employer contribution per active participant$1,828
Median for plans this size$3,635
2024$1,828 per active participant
2023$1,218 per active participant
2022$1,067 per active participant

Upstate Cerebral Palsy dba Upstate Caring Partners'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 · 20242
LINCOLN NATIONAL CORPORATION · Contract administrator$56,717
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$40,000

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

Administrative cost history3
2024$47,267 · 0.08%
2023$45,646 · 0.08%
2022$24,862 · 0.04%
Same employer
Similar plansHealth Care & Social Assistance · New York
General Physician, P.C. NY$69.1M · 0.29%
The Children's Aid Society NY$67.1M · 0.72%
Orthopedicsny, LLP NY$65.7M · 0.17%
Ags Payroll Services LLC NY$65.1M · 0.17%
Acorda Therapeutics, Inc. NY$64.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 150543657 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.