Original filing (PDF)20250711171551NAL0004380003001

UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC

Name: UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC — UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN, Form 5500 (2023)
Creator: UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC

Form 5500

FILING_RECEIVED

UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC. 401(K) PLAN

401(k) retirement plan

Signals · 4

Late participant contributionsPossibly inadequate fidelity bondCorrective distributions issued~168 bps in Sched C fees

Active participants

139

Accounts w/ balance

151

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 59K (28% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (21st percentile).

Decision-maker contacts

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

Plan sponsor

Name

UNITED CEREBRAL PALSY OF CENTRAL CALIFORNIA, INC

EIN

94-1347062

Address

2044 E. NEES AVE. · FRESNO, CA · 93720

Phone

(559) 221-8272

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$27K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
CETERA INVESTMENT ADVISERS LLC	36-3258176	—	NONE	$15K	—

Investments

1 pooled fund· $2.1M(84% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.