United Cerebral Palsy Association Of Nassau County, Inc. Defined Benefit Plan & Trust
Sponsored by United Cerebral Palsy Association Of Nassau County · EIN 111723782 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.1M
- Active participants
- 127
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Usi Consulting Group | Actuarial, Consulting (pension), Investment advisory (plan) | $132,225 |
| Bdo Usa, Pc | Accounting | $24,726 |
| Charles Schwab | Trustee (institutional) | $23,658 |
| Captrust Actuarial Services, Llc | Actuarial, Consulting (pension), Investment advisory (plan) | $16,113 |
| Adp | Recordkeeping | $6,782 |