Plan Ledger DOL Form 5500 · updated monthly

Celebration, LLC401(k)

CELEBRATION, LLC 401(K) PLAN · GRAND RAPIDS, MI · plan year 2025

Reported admin expense ratio · 2025
0.42%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Celebration, LLC reported $53,034 in plan administrative expenses for 2025: 0.42% of average plan assets, above the peer median. Employer contributions averaged $307 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Michigan (1,411th of 2,619), and 1,385th of 2,199 in information & media. In 2025, employees put in $6.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,946,470
Participants with balances205
Active participants266
Employer contributions$81,536
Employee contributions$558,233
Employer contribution per active participant$307
Average account balance$58,275
Benefits paid to participants$3,389,479
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$53,034
Total administrative$53,034
The Celebration, LLC 401(k) match · 2025
Employer contribution per active participant$307
Median for plans this size$2,666

Celebration, LLC's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$53,036
SIGMA FINANCIAL CORPORATION · Other servicesindirect comp
THE OLDENBURG COMPANY, INC. · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2025$53,034 · 0.42%
Same employer
Similar plansInformation & Media · Michigan
Xanedu Publishing, Inc. MI$17.0M · 0.01%
Mihin MI$16.9M · 0.02%
Covenant Eyes, Inc. MI$16.5M · 0.24%
Loeks Theatres, Inc. MI$13.1M · 0.42%
Arcadia Bluffs, L.L.C. MI$11.3M · 0.41%
Dspace, Inc. MI$11.0M · 0.45%
Renkim Corporation MI$10.8M · 0.00%
Billhighway LLC MI$10.5M · 0.61%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 320001500 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.