United Cerebral Palsy Association of Nassau County retirement plan: assets, participants and fees
What United Cerebral Palsy Association of Nassau County's retirement plan 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 | Sentinel Benefits Group, LLC | Schedule C ↗ |
| Independent auditor | Bdo USA P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 263 defined-contribution plans in other services with 1,000 to 4,999 participants.
| United Cerebral Palsy Association of Nassau County: employer contribution per participant | $938 | |
| Peer median | $1,431 |
| United Cerebral Palsy Association of Nassau County: average balance | $23,514 | |
| Peer median | $42,646 |
| United Cerebral Palsy Association of Nassau County: admin expenses ÷ assets | 0.55% | |
| Peer median | 0.23% |
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 $29.3M at the end of plan year 2021 to $25.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,225 | $25.9M | $1M | $938 | 0.55% | Not published | Form 5500 ↗ |
| 2023 | 1,371 | $26.5M | — | — | 0.52% | Not published | Form 5500 ↗ |
| 2022 | 1,449 | $24.9M | — | — | 0.36% | Not published | Form 5500 ↗ |
| 2021 | 1,617 | $29.3M | — | — | 0.20% | Not published | Form 5500 ↗ |
Other United Cerebral Palsy Association of Nassau County plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
United Cerebral Palsy Association of Nassau County, Inc. Defined Benefit Plan & Trust
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 | ADP | Schedule C ↗ |
| Independent auditor | Bdo USA, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does United Cerebral Palsy Association of Nassau County match 401(k) contributions?
The match terms for the 403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. have not been published from its filing yet. The plan year 2024 filing reports $1M in employer contributions, about $938 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United Cerebral Palsy Association of Nassau County 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan of United Cerebral Palsy Association of Nassau County, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Cerebral Palsy Association of Nassau County 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Sentinel Benefits Group, LLC. The plan administrator is United Cerebral Palsy Association of Nassau County, Inc..
I left United Cerebral Palsy Association of Nassau County. 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 Nassau County, Inc., (516) 378-2000) or the recordkeeper, Sentinel Benefits Group, LLC. The United Cerebral Palsy Association of Nassau County old 401(k) page lists the contacts from every plan filing. Find an old United Cerebral Palsy Association of Nassau County 401(k)
Data from the public Form 5500 annual reports United Cerebral Palsy Association of Nassau County filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Nassau County. Not financial advice. Report a correction · Methodology