Original filing (PDF)20250930135723NAL0016567619001

CEREBRAL PALSY OF WESTCHESTER

Name: CEREBRAL PALSY OF WESTCHESTER — CEREBRAL PALSY OF WESTCHESTER 403B PLAN, Form 5500 (2024)
Creator: CEREBRAL PALSY OF WESTCHESTER

Form 5500

FILING_RECEIVED

CEREBRAL PALSY OF WESTCHESTER 403B PLAN

Defined-contribution retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

384

Accounts w/ balance

281

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CEREBRAL PALSY OF WESTCHESTER

EIN

13-1690769

Address

1186 KING ST. · RYE BROOK, NY · 10573

Phone

(914) 937-3800

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

SBSF

EIN

27-3232902

City

DULUTH, GA

Phone

—

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WILSHIRE ASSOCIATES INCORPORATED	95-2755361	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$15K	—

Investments

37 direct securities· $3.9M(94% of reported assets)

Other securities

$3.7M

34 holdings

Common Stock

$128K

2 holdings

Bonds / Notes

$100K

1 holding

					% of plan
T. Rowe Price T. Rowe Price Rtmt 2030 R Fund	Other securities	—	—	$628K	15.1%
T. Rowe Price T. Rowe Price Rtmt 2020 R Fund	Other securities	—	—	$422K	10.1%
T. Rowe Price T. Rowe Price Rtmt 2025 R Fund	Other securities	—	—	$417K	10.0%
T. Rowe Price T. Rowe Price Rtmt 2035 R Fund	Other securities	—	—	$414K	9.9%
T. Rowe Price T. Rowe Price Rtmt 2045 R Fund	Other securities	—	—	$327K	7.8%
T. Rowe Price T. Rowe Price Rtmt 2040 R Fund	Other securities	—	—	$191K	4.6%
T. Rowe Price T. Rowe Price Rtmt 2050 R Fund	Other securities	—	—	$154K	3.7%
( a ) ( b ) ( c ) ( d ) ( e ) * Principal Fixed Income Guaranteed Option	Other securities	—	—	$129K	3.1%
Columbia Management Advisors Columbia Div Income R Fund	Other securities	—	—	$128K	3.1%
Principal SmallCap S&P 600 Index R3 Fund 755 * Principal LargeCap S&P 500 Index R3 Fund	Other securities	—	—	$106K	2.6%
Thornburg Investment Management Thornburg Ltd-Term Inc R3 Fd	Common Stock	—	—	$103K	2.5%
Participant loans Maturing through 2029 with interest rates of 3.25% - 8.50% -0-	Bonds / Notes	—	—	$100K	2.4%
T. Rowe Price T. Rowe Price Rtmt 2060 R Fund	Other securities	—	—	$90K	2.1%
T. Rowe Price T. Rowe Price Bl Chip Gr R Fund	Other securities	—	—	$83K	2.0%
Fidelity Advisor Balanced M Fd	Other securities	—	—	$74K	1.8%
T. Rowe Price T. Rowe Price Rtmt 2055 R Fund	Other securities	—	—	$64K	1.5%
Fidelity Advisor Worldwide M Fund 939 Fidelity Advisor Total Bond M Fd	Other securities	—	—	$59K	1.4%
PIMCO Income R Fund	Other securities	—	—	$58K	1.4%
T. Rowe Price T. Rowe Price Rtmt BAL R Fund	Other securities	—	—	$38K	0.9%
BlackRock High Yld Bond R Fund	Other securities	—	—	$37K	0.9%
American Funds Amer Funds New World R3 Fund	Other securities	—	—	$35K	0.8%
T. Rowe Price T. Rowe Price Rtmt 2065 R Fund	Other securities	—	—	$25K	0.6%
Macquarie Corp Bond R Fund	Common Stock	—	—	$25K	0.6%
T. Rowe Price T. Rowe Price Rtmt 2015 R Fund	Other securities	—	—	$20K	0.5%
T. Rowe Price T. Rowe Price Rtmt 2005 R Fund	Other securities	—	—	$20K	0.5%
Federated Investment Management Fed Hrmes Kaufmann Sm Cap R Fd	Other securities	—	—	$19K	0.5%
BlackRock Global Alloc R Fund	Other securities	—	—	$19K	0.4%
Fidelity Advisor Growth Opp M Fund	Other securities	—	—	$17K	0.4%
Fidelity Advisor Govt Income M Fund	Other securities	—	—	$17K	0.4%
Carillon Tower Advisors Carillon Scout Mid Cap R3 Fund	Other securities	—	—	$17K	0.4%
Cohen & Steers Cohen & Steers Re Est Sec R Fd	Other securities	—	—	$15K	0.4%
MFS Investment Management MFS Intl Diversification R2 Fund	Other securities	—	—	$15K	0.4%
T. Rowe Price T. Rowe Price Rtmt 2010 R Fund	Other securities	—	—	$11K	0.3%
Allspring Global Investments Allspring Spec Sm Cp Value A	Other securities	—	—	$10K	0.2%
American Funds Amer Funds Infla Linked Bd R3 Fund 10 American Funds Amer Funds Europacific Grth R3 FD	Other securities	—	—	$6K	0.2%
BlackRock Md-Cp Gr Eq Port R	Other securities	—	—	$6K	0.1%
Principal MidCap S&P 400 Index R3 Fund	Other securities	—	—	$3K	<0.1%