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Original filing (PDF)20260318125704NAL0003114705001
UNITED CEREBRAL PALSY OF NEW
Form 5500
FILING_RECEIVED
TAX DEFERRED ANNUITY PLAN OF ADAPT COMMUNITY NETWORK
401(k) retirement plan
Signals · 1
Late filing · 4.1 mo
Active participants
2,471
Accounts w/ balance
1,093
Plan assets (EOY)
$60.2M
Net assets (EOY)
$60.2M
How this plan invests
This plan
1 pooled trust
Schedule D
136 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
84
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
65
Knocking points off
- Filed 4.1 months past the 10.5-month grace window.
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
- Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED CEREBRAL PALSY OF NEW.
Plan sponsor
Name
UNITED CEREBRAL PALSY OF NEW
EIN
13-5654532
Address
80 MAIDEN LANE · FL 8 · NEW YORK, NY · 10038
Phone
(212) 683-6700
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
2026-03-18
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $130K | — |
Investments
132 direct securities · 1 pooled fund· $124.6M(100% 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
$74.0M
128 holdings
Pooled Separate Account
$41.8M
1 holding
Pooled Separate Accounts
$5.1M
3 holdings
Mutual Funds
$3.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER 2 MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $41.8M | 69.5% | |
| s * Mutual of America Equity Index Fund | Pooled Separate Accounts | — | — | $5.1M | 8.4% | |
| Money Market Fund * Mutual of America Vanguard Treasury Money Market Fund | — | — | — | $5.0M | 8.3% | |
| . MUTUAL FUND Mutual of America MoA Equity Index Fund | — | — | — | $4.6M | 7.6% | |
| Mutual of America Clear Passage 2030 Fund | — | — | — | $4.0M | 6.6% | |
| . MUTUAL FUND Mutual of America MoA Clear Passage 2030 Fund | — | — | — | $3.9M | 6.4% | |
| Calvert Bond Fund | Mutual Funds | — | — | $3.7M | 6.1% | |
| Mutual of America Clear Passage 2035 Fund | — | — | — | $3.1M | 5.1% | |
| Guaranteed Interest Contracts * Mutual of America Interest Accumulation Account | — | — | — | $3.1M | 5.1% | |
| Mutual of America Clear Passage 2025 Fund | — | — | — | $3.0M | 5.0% | |
| . MUTUAL FUND Mutual of America MoA Clear Passage 2035 Fund | — | — | — | $3.0M | 4.9% | |
| . MUTUAL FUND Mutual of America MoA Clear Passage 2025 Fund | — | — | — | $2.9M | 4.8% | |
| Mutual of America Clear Passage 2040 Fund | — | — | — | $2.6M | 4.4% | |
| Mutual of America DWS Capital Growth Fund | — | — | — | $2.4M | 4.0% | |
| Mutual of America Clear Passage 2045 Fund | — | — | — | $2.3M | 3.9% | |
| . MUTUAL FUND Mutual of America MoA Clear Passage 2040 Fund | — | — | — | $2.2M | 3.7% | |
| . MUTUAL FUND Mutual of America MoA Clear Passage 2045 Fund | — | — | — | $2.1M | 3.4% | |
| Mutual of America Clear Passage 2020 Fund | — | — | — | $1.6M | 2.7% | |
| Empower Trust Company Guaranteed Interest Account | — | — | — | $1.6M | 2.6% | |
| . MUTUAL FUND Mutual of America MoA Clear Passage 2020 Fund | — | — | — | $1.6M | 2.6% | |
| Nationwide Fidelity VIP GR INITIAL | — | — | — | $1.5M | 2.6% | |
| Mutual of America Mid-Cap Equity Index Fund | — | — | — | $1.3M | 2.1% | |
| Fixed Accounts * Nationwide Fixed Account | — | — | — | $1.2M | 2.0% | |
| . MUTUAL FUND Mutual of America MoA Mid Cap Equity Index Fund | — | — | — | $1.2M | 2.0% | |
| Nationwide VIT BNYMN DYN CUS COR I | — | — | — | $1.2M | 2.0% | |
| Mutual of America Fidelity VIP Contrafund - Portfolio | — | — | — | $1.0M | 1.7% | |
| Mutual of America Clear Passage 2050 Fund | — | — | — | $974K | 1.6% | |
| Dodge & Cox Stock Fund | — | — | — | $881K | 1.5% | |
| Mutual of America Clear Passage 2055 Fund | — | — | — | $760K | 1.3% | |
| Vanguard International Growth Fund | — | — | — | $759K | 1.3% | |
| Nationwide Fidelity VIP ENRGY SVC 2 993 * Nationwide Fidelity VIP EQ INC INITIAL | — | — | — | $672K | 1.1% | |
| Mutual of America Small Cap Equity Index Fund | — | — | — | $594K | 1.0% | |
| Delaware Small Cap Value Fund | — | — | — | $590K | 1.0% | |
| BlackRock Mid-Cap Growth Equity Portfolio | — | — | — | $589K | 1.0% | |
| Mutual of America Small Cap Growth Fund | — | — | — | $524K | 0.9% | |
| Mutual of America Retirement Income Fund | — | — | — | $498K | 0.8% | |
| . MUTUAL FUND Mutual of America MoA Retirement Income Fund | — | — | — | $494K | 0.8% | |
| Nationwide Bank of New York Melon STK INDX INITIAL | — | — | — | $479K | 0.8% | |
| Mutual of America Clear Passage 2015 Fund | — | — | — | $478K | 0.8% | |
| Mutual of America International Fund | — | — | — | $450K | 0.7% | |
| Nationwide VIT ALLSPR DISC I | — | — | — | $425K | 0.7% | |
| Participant Loans Interest rates from 4.25% to 9.50% - | — | — | — | $420K | 0.7% | |
| Mutual of America DWS Capital Growth VIP | — | — | — | $389K | 0.6% | |
| Mutual of America Aggressive Allocation Fund | — | — | — | $384K | 0.6% | |
| . MUTUAL FUND Mutual of America MoA Small Cap Growth Fund | — | — | — | $381K | 0.6% | |
| Mutual of America Calvert VP SRI Balanced Portfolio | — | — | — | $380K | 0.6% | |
| Nationwide VIT JCBSLVY LG CAP COR I | — | — | — | $314K | 0.5% | |
| Nationwide Fidelity VIP ASST MGR 50 INITIAL | — | — | — | $312K | 0.5% | |
| MFS Mid Cap Value Fund | — | — | — | $302K | 0.5% | |
| . MUTUAL FUND Mutual of America MoA International Fund | — | — | — | $277K | 0.5% | |
| Mutual of America Clear Passage 2060 Fund | — | — | — | $255K | 0.4% | |
| Mutual of America Conservative Allocation Fund | — | — | — | $254K | 0.4% | |
| Mutual of America Moderate Allocation Fund | — | — | — | $209K | 0.3% | |
| Mutual of America Fidelity VIP Mid Cap Portfolio | — | — | — | $206K | 0.3% | |
| Nationwide Invesco VI GLB STRT INC I 73 * Nationwide Invesco VI GLBL I | — | — | — | $204K | 0.3% | |
| Nationwide Invesco VI DISC MD CAP GR I | — | — | — | $186K | 0.3% | |
| Vanguard Real Estate Index Fund | — | — | — | $169K | 0.3% | |
| Mutual of America Mid Cap Value Fund | — | — | — | $155K | 0.3% | |
| Mutual of America All America Fund | — | — | — | $154K | 0.3% | |
| Nationwide Lincoln VIPT JPM MDCAPVAL STD | — | — | — | $150K | 0.2% | |
| Nationwide VIT JCBSLVY LG CAP GR I | — | — | — | $145K | 0.2% | |
| Mutual of America Vanguard VIF International Portfolio | — | — | — | $145K | 0.2% | |
| Nationwide VIT REALEST I | — | — | — | $142K | 0.2% | |
| Nationwide Fidelity VIP HI INC INITIAL | — | — | — | $133K | 0.2% | |
| Nationwide VIT BNYMN DYN CUS EQ IN I | — | — | — | $122K | 0.2% | |
| Mutual of America T. Rowe Price Blue Chip Growth Portfolio | — | — | — | $117K | 0.2% | |
| Mutual of America PIMCO Real Return Instl 840 * Mutual of America Balanced Fund | — | — | — | $116K | 0.2% | |
| Nationwide VIT GOV MNY MKT I | — | — | — | $110K | 0.2% | |
| Nationwide VIT INTL EQ I | — | — | — | $107K | 0.2% | |
| Nationwide Janus Henderson FRTY SVC | — | — | — | $105K | 0.2% | |
| Mutual of America Clear Passage 2065 Fund | — | — | — | $102K | 0.2% | |
| Nationwide VIT VIC MDCAPVAL II | — | — | — | $96K | 0.2% | |
| Mutual of America Fidelity VIP Equity-Income Portfolio | — | — | — | $96K | 0.2% | |
| American Funds New World Fund | — | — | — | $93K | 0.2% | |
| Nationwide Bank of New York Melon SUSTNBL US EQ INITL | — | — | — | $92K | 0.2% | |
| Nationwide VIT NSPTNRS FOCS GR I | — | — | — | $87K | 0.1% | |
| Nationwide VIT MDCAP INDX I | — | — | — | $76K | 0.1% | |
| s (continued) Mutual of America American Century Investments VP Capital * Appreciation Fund | Pooled Separate Accounts | — | — | $76K | 0.1% | |
| Nationwide Fidelity VIP OVRSEAS INITIAL | — | — | — | $76K | 0.1% | |
| Nationwide Lincoln VIPT AMCEN DSPLCR VAL STD II | — | — | — | $74K | 0.1% | |
| Mutual of America Fidelity VIP Asset Manager Portfolio | — | — | — | $74K | 0.1% | |
| Mutual of America Neuberger Berman AMT Sustainable Equity Portfolio 260 * Mutual of America Goldman Sachs VIT Small Cap Equity Insights Fund 243 * Nationwide Bank of New York Melon INVMT SM CP STIND SVC | — | — | — | $73K | 0.1% | |
| Nationwide Bank of New York Melon VIF GR INC INITL | — | — | — | $71K | 0.1% | |
| Nationwide Invesco VI EQ INC SER I | — | — | — | $71K | 0.1% | |
| Nationwide VIT AQRLGCAPDEFNSTYLE I | — | — | — | $63K | 0.1% | |
| Nationwide Fidelity VIP MDCAP SVC | — | — | — | $62K | 0.1% | |
| . MUTUAL FUND Mutual of America MoA Balanced Fund | — | — | — | $62K | 0.1% | |
| Mutual of America Core Bond Fund | — | — | — | $60K | <0.1% | |
| Nationwide Franklin Templeton TMP FORGN VIP 2 139 * Nationwide Franklin Templeton FNKLN SM CP VAL VIP 2 | — | — | — | $55K | <0.1% | |
| Mutual of America Small Cap Value Fund | — | — | — | $55K | <0.1% | |
| Nationwide Invesco VI MN ST SM CAP I | — | — | — | $54K | <0.1% | |
| Nationwide Lincoln VIPT AMCENT BAL STD II | — | — | — | $53K | <0.1% | |
| Nationwide Fidelity VIP VAL STRAT SVC | — | — | — | $51K | <0.1% | |
| Nationwide VIT MULT MGR SM CO I | — | — | — | $44K | <0.1% | |
| Nationwide Janus Henderson GLBL TECH INNSVC | — | — | — | $42K | <0.1% | |
| . MUTUAL FUND Mutual of America MoA Clear Passage 2065 Fund | — | — | — | $35K | <0.1% | |
| Mutual of America Vanguard VIF Diversified Value Portfolio | — | — | — | $32K | <0.1% | |
| Nationwide VIT AMFDS GR II | — | — | — | $30K | <0.1% | |
| Nationwide VIT JCBSLVY LG CAP COR II | — | — | — | $28K | <0.1% | |
| Nationwide VIT MULT MGRSMCAPVAL I | — | — | — | $27K | <0.1% | |
| Mutual of America Invesco V.I. Main Street Fund | — | — | — | $25K | <0.1% | |
| Nationwide Lincoln VIPT AMCEN MD CAP VA STD II | — | — | — | $24K | <0.1% | |
| Nationwide VIT STRAT INC I | — | — | — | $23K | <0.1% | |
| Nationwide VIT BNYMN DYN CUS EQ IN Z 237 * Nationwide VIT FID INST AM EMRG MKT I | — | — | — | $19K | <0.1% | |
| Nationwide VIT GOVT BD I | — | — | — | $19K | <0.1% | |
| Mutual of America Intermediate Bond Fund | — | — | — | $17K | <0.1% | |
| Nationwide Invesco VI COR PLS BD I | — | — | — | $17K | <0.1% | |
| Nationwide Neuberger Berman AMT QUAL EQ I | — | — | — | $16K | <0.1% | |
| Nationwide VanEck VIP GLB RSRC INITIAL | — | — | — | $14K | <0.1% | |
| Nationwide Franklin Templeton INC VIP 2 | — | — | — | $13K | <0.1% | |
| Mutual of America Vanguard Total Bond Market Index | — | — | — | $12K | <0.1% | |
| Nationwide VIT INV DEST MOD CNSRV II 540 * Nationwide VIT INVSCO SM CAP GR I | — | — | — | $12K | <0.1% | |
| Nationwide VIT INV DEST AGGR II 64 * Nationwide VIT INV DEST MOD II | — | — | — | $10K | <0.1% | |
| Nationwide Janus Henderson OVRSEAS SVC | — | — | — | $10K | <0.1% | |
| Nationwide Fidelity VIP INVMT GRD BD SVC | — | — | — | $8K | <0.1% | |
| Nationwide VIT AMFDS BD II 194 * Nationwide VIT AMFDS GLBL GR II | — | — | — | $6K | <0.1% | |
| Mutual of America Vanguard VIF Real Estate Index Portfolio | — | — | — | $5K | <0.1% | |
| Mutual of America Money Market Fund | — | — | — | $5K | <0.1% | |
| Nationwide VanEck VIP EMRG MKT BD I | — | — | — | $4K | <0.1% | |
| Nationwide VIT PTNM INTL VAL X | — | — | — | $4K | <0.1% | |
| Nationwide Lincoln VIPT AMCEN INFL PRTCTSVC | — | — | — | $4K | <0.1% | |
| s (continued) * Nationwide MFS VIT INTL INTRN SC VAL SVC | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| Nationwide MACQ VIP HI INC SVC 86 * Nationwide MACQ VIP MD CAP GR SVC | — | — | — | $3K | <0.1% | |
| MFS VIT VAL SER SVC 974 * Nationwide Morgan Stanley VIF EMRG MKT DB I | — | — | — | $3K | <0.1% | |
| Nationwide T. Rowe Price HLTH SCNC II | — | — | — | $3K | <0.1% | |
| Nationwide Invesco VI DISC MD CAP GR II | — | — | — | $2K | <0.1% | |
| Nationwide Fidelity VIP FREE 2020 SVC 391 * Nationwide Fidelity VIP FREE 2030 SVC | — | — | — | $2K | <0.1% | |
| Nationwide VanEck VIP EMRGMKT INITIAL | — | — | — | $2K | <0.1% | |
| Nationwide VIT INV DEST MOD AGGR II | — | — | — | $2K | <0.1% | |
| Nationwide Neuberger Berman AMT SHRT DUR BD I | — | — | — | $1K | <0.1% | |
| Nationwide VIT AMFDS GR INC II 194 * Nationwide VIT BLKRK EQ DIVD II | — | — | — | $1K | <0.1% | |
| Mutual of America American Funds Insurance Series New World Fund | — | — | — | $1K | <0.1% | |
| Nationwide Federated Hermes IS QULTY BD II PRM | — | — | — | $1K | <0.1% |