United Cerebral Palsy Association of Central Arizona 401(k) match, vesting and fees
What United Cerebral Palsy Association of Central Arizona's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Atlas Cpas & Advisors, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| United Cerebral Palsy Association of Central Arizona: employer contribution per participant | $742 | |
| Peer median | $1,440 |
| United Cerebral Palsy Association of Central Arizona: average balance | $35,031 | |
| Peer median | $38,351 |
| United Cerebral Palsy Association of Central Arizona: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7.1M at the end of plan year 2021 to $7.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 430 | $7.5M | $159K | $742 | 0.02% | Not published | Form 5500 ↗ |
| 2024 | 414 | $7.9M | $117K | $550 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 444 | $7.1M | $128K | $588 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 445 | $6M | $119K | $546 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 361 | $7.1M | $155K | $688 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does United Cerebral Palsy Association of Central Arizona match 401(k) contributions?
The match terms for the 401(k) Profit Sharing Plan for Employees of United Cerebral Palsy Association of Central Arizona, Inc. have not been published from its filing yet. The plan year 2025 filing reports $159K in employer contributions, about $742 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United Cerebral Palsy Association of Central Arizona 401(k) match vested?
The vesting schedule for the 401(k) Profit Sharing Plan for Employees of United Cerebral Palsy Association of Central Arizona, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Cerebral Palsy Association of Central Arizona 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Mutual of America Investment Corp. The plan administrator is United Cerebral Palsy Association of Central Arizona, Inc..
I left United Cerebral Palsy Association of Central Arizona. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (United Cerebral Palsy Association of Central Arizona, Inc., (602) 943-5472) or the recordkeeper, Mutual of America Investment Corp. The United Cerebral Palsy Association of Central Arizona old 401(k) page lists the contacts from every plan filing. Find an old United Cerebral Palsy Association of Central Arizona 401(k)
Data from the public Form 5500 annual reports United Cerebral Palsy Association of Central Arizona filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with United Cerebral Palsy Association of Central Arizona. Not financial advice. Report a correction · Methodology