United Cerebral Palsy Association of Greater Suffolk 403(b) match, vesting and fees
What United Cerebral Palsy Association of Greater Suffolk's 403(b) 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Cerini & Associates LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| United Cerebral Palsy Association of Greater Suffolk: employer contribution per participant | — | |
| Peer median | $1,468 |
| United Cerebral Palsy Association of Greater Suffolk: average balance | $27,578 | |
| Peer median | $37,786 |
| United Cerebral Palsy Association of Greater Suffolk: admin expenses ÷ assets | 0.66% | |
| Peer median | 0.39% |
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 $8.1M at the end of plan year 2021 to $8.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 763 | $8.7M | — | — | 0.66% | Not published | Form 5500 ↗ |
| 2023 | 771 | $7.8M | — | — | 0.64% | Not published | Form 5500 ↗ |
| 2022 | 754 | $7M | — | — | 0.50% | Not published | Form 5500 ↗ |
| 2021 | 741 | $8.1M | — | — | 0.57% | Not published | Form 5500 ↗ |
Other United Cerebral Palsy Association of Greater Suffolk plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
United Cerebral Palsy Association of Greater Suffolk, Inc. Non-Management Pension Plan
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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Cerini & Associates LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
United Cerebral Palsy Association of Greater Suffolk, Inc. Management Pension Plan
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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Cerini & Associates LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does United Cerebral Palsy Association of Greater Suffolk match 401(k) contributions?
The match terms for the United Cerebral Palsy Association of Greater Suffolk, Inc. 403(b) Plan have not been published from its filing yet.
When is the United Cerebral Palsy Association of Greater Suffolk 401(k) match vested?
The vesting schedule for the United Cerebral Palsy Association of Greater Suffolk, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Cerebral Palsy Association of Greater Suffolk 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is United Cerebral Palsy Association of Greater Suffolk, Inc..
I left United Cerebral Palsy Association of Greater Suffolk. 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 Greater Suffolk, Inc., (631) 232-0011) or the recordkeeper, Transamerica Retirement Solutions. The United Cerebral Palsy Association of Greater Suffolk old 401(k) page lists the contacts from every plan filing. Find an old United Cerebral Palsy Association of Greater Suffolk 401(k)
Data from the public Form 5500 annual reports United Cerebral Palsy Association of Greater Suffolk 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 Greater Suffolk. Not financial advice. Report a correction · Methodology