Original filing (PDF)20250827143129NAL0005068323001

UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC.

Name: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. — UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. MANAGEMENT PENSION PLAN, Form 5500 (2024)
Creator: UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC.

Form 5500

FILING_RECEIVED

UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC. MANAGEMENT PENSION PLAN

Defined-contribution retirement plan

Signals · 1

~77 bps in Sched C fees

Active participants

136

Accounts w/ balance

212

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC..

Plan sponsor

Name

UNITED CEREBRAL PALSY ASSOCIATION OF GREATER SUFFOLK, INC.

EIN

11-2568841

Address

250 MARCUS BLVD. · HAUPPAUGE, NY · 11788

Phone

(631) 232-0011

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-27

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CERINI & ASSOCIATES LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORD KEEPER	$44K	—

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
SIGNATURE SECURITIES GROUP	—	NEW YORK, NY	BROKER	$0	—
NATIONAL FINANCIAL SERVICES

Investments

37 direct securities· $6.7M(95% of reported assets)

Other securities

$5.9M

34 holdings

Cash / Money Market

$762K

2 holdings

Agency / Mortgage-Backed

$6K

1 holding

					% of plan
American Funds American Funds Trgt Date Ret 2030 R6 {+}	Other securities	—	—	$1.4M	20.5%
American Funds American Funds Trgt Date Ret 2020 R6 {+}	Other securities	—	—	$1.1M	15.0%
Vanguard Federal Money Market {+}	Cash / Money Market	—	—	$613K	8.7%
American Funds American Funds Trgt Date Ret 2025 R6 {+}	Other securities	—	—	$512K	7.3%
American Funds American Funds Trgt Date Ret 2040 R6 {+}	Other securities	—	—	$411K	5.8%
American Funds American Funds Trgt Date Ret 2035 R6 {+}	Other securities	—	—	$399K	5.7%
Vanguard 500 Index Admiral {+}	Other securities	—	—	$384K	5.5%
American Funds American Funds Trgt Date Ret 2050 R6 {+}	Other securities	—	—	$289K	4.1%
Franklin DynaTech R6 {+}	Other securities	—	—	$265K	3.8%
American Funds American Funds Trgt Date Ret 2055 R6 {+}	Other securities	—	—	$232K	3.3%
State Street State Street Instl US Govt Money Market Premier {+}	Cash / Money Market	—	—	$150K	2.1%
American Funds American Funds Trgt Date Ret 2045 R6 {+}	Other securities	—	—	$128K	1.8%
Janus Henderson Enterprise N {+}	Other securities	—	—	$122K	1.7%
Fidelity Advisor Intl Capital {+}	Other securities	—	—	$112K	1.6%
Vanguard Information Technology Index Adm {+}	Other securities	—	—	$106K	1.5%
Dodge & Cox Dodge & Cox Stock I {+}	Other securities	—	—	$89K	1.3%
American Funds American Funds Trgt Date Ret 2010 R6 {+}	Other securities	—	—	$84K	1.2%
American Funds American Funds Income Fund of America R6 {+}	Other securities	—	—	$46K	0.7%
Blackrock iShares U.S. Aggregate Bond Index K {+}	Other securities	—	—	$38K	0.5%
Vanguard Growth Index Adm {+}	Other securities	—	—	$38K	0.5%
American Funds American Funds Trgt Date Ret 2015 R6 {+}	Other securities	—	—	$31K	0.4%
American Funds American Funds Trgt Date Ret 2060 R6 {+}	Other securities	—	—	$29K	0.4%
American Funds American Funds New Perspective R6 {+}	Other securities	—	—	$27K	0.4%
Vanguard Health Care Adm {+}	Other securities	—	—	$20K	0.3%
Vanguard Explorer Adm {+}	Other securities	—	—	$17K	0.2%
MFS Mid Cap Value R6 {+}	Other securities	—	—	$12K	0.2%
Putnam Small Cap Growth R6 {+}	Other securities	—	—	$10K	0.1%
American Funds American Funds New World R6 {+}	Other securities	—	—	$7K	<0.1%
Vanguard GNMA Adm {+}	Agency / Mortgage-Backed	—	—	$6K	<0.1%
Vanguard Small Cap Index Adm {+}	Other securities	—	—	$6K	<0.1%
PIMCO Commodity Real Ret Strat Instl {+}	Other securities	—	—	$5K	<0.1%
American Funds American Funds Trgt Date Ret 2065 R6 {+}	Other securities	—	—	$4K	<0.1%
Cohen & Steers Cohen & Steers Real Estate Securities {+}	Other securities	—	—	$4K	<0.1%
MFS Global Growth R6 {+}	Other securities	—	—	$3K	<0.1%
Baird Aggregate Bond Instl {+}	Other securities	—	—	$3K	<0.1%
PGIM High Yield R6 {+}	Other securities	—	—	$1K	<0.1%
Fidelity Mid Cap Index {+}	Other securities	—	—	$1K	<0.1%