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Original filing (PDF)20251015162845NAL0002632403001
UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC.
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN OF UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC.
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
748
Accounts w/ balance
1,101
Plan assets (EOY)
$25.9M
Net assets (EOY)
$25.9M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 56 bps in Schedule C fees — 92% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC..
Plan sponsor
Name
UNITED CEREBRAL PALSY ASSOCIATION OF NASSAU COUNTY, INC.
EIN
11-1723782
Address
380 WASHINGTON AVE. · ROOSEVELT, NY · 115751845
Phone
(516) 378-2000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADV SERVICES LLC | 26-4147180 | — | ADVISOR | $47K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | TPA | $89K | — |
Investments
25 direct securities · 1 pooled fund· $24.9M(96% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$24.9M
25 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab Government Money Fund | — | — | — | $4.0M | 15.6% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $3.2M | 12.5% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $3.2M | 12.3% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $3.0M | 11.6% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $2.7M | 10.5% | |
| Vanguard Target Retirement Income Fund | — | — | — | $2.7M | 10.3% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $2.3M | 8.8% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $565K | 2.2% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $493K | 1.9% | |
| Fidelity 500 Index | — | — | — | $454K | 1.8% | |
| Dimensional Fund Advisors DFA US Core Equity 1 I | — | — | — | $445K | 1.7% | |
| Participant Loans Interest rates ranging from 4.50% to 9.50% | — | — | — | $444K | 1.7% | |
| Dimensional Fund Advisors DFA International Core Equity | — | — | — | $257K | 1.0% | |
| Dimensional Fund Advisors DFA Investment Grade I | — | — | — | $193K | 0.7% | |
| Vanguard Short-Term Federal Admiral | — | — | — | $168K | 0.6% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $138K | 0.5% | |
| Cash Cash, non-interest bearing ** 169 Mutual Funds Bubix Baird Ultra Short Bond Fund - Institutional | — | — | — | $130K | 0.5% | |
| Vanguard Mid Cap Index Fund Admiral | — | — | — | $121K | 0.5% | |
| Dimensional Fund Advisors DFA Short Duration Real Return Intsl Ticker | — | — | — | $97K | 0.4% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $61K | 0.2% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities Portfolio | — | — | — | $57K | 0.2% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity | — | — | — | $54K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $54K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $30K | 0.1% | |
| Charles Schwab Cash Equivalents Schwab Government Money Fund Inv | — | — | — | $2K | <0.1% | |
| SEPARATE ACCOUNT NUMBER GS2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |