United Cerebral Palsy Savings Plan
Sponsored by United Cerebral Palsy Of Georgia · EIN 580976462 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 574
- With balances
- 157
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus | Contract administrator, Direct payment from the plan, Other services | $11,373 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $6,730 |
| Cambridge Investment Research Advis | Investment advisory (plan), Other fees | $0 |