Plan Ledger DOL Form 5500 · updated monthly

Celebration Restaurant Group LLC401(k)

CELEBRATION RESTAURANT GROUP 401(K) PLAN · CELEBRATION, FL · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Celebration Restaurant Group LLC reported $5,067 in plan administrative expenses for 2024: 0.21% of average plan assets, lower than ~75% of peers. Employer contributions averaged $83 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.

Across the 2 years on file its reported administrative ratio rose from 0.11% to 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Florida (2,984th of 3,644), and 1,298th of 2,240 in accommodation & food services. In 2024, employees put in $3.54 for every $1.00 the employer contributed; active participation has shrunk from 1,993 to 905 since 2022.

Plan summary
Net assets, end of year$2,539,095
Participants with balances115
Active participants905
Employer contributions$75,517
Employee contributions$266,977
Employer contribution per active participant$83
Average account balance$22,079
Benefits paid to participants$434,754
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.5M · 115 accts · $76K emplr
2023$2.3M · 110 accts · $81K emplr
2022$1.8M · 101 accts · $63K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,067
Total administrative$5,067
The Celebration Restaurant Group LLC 401(k) match · 2024
Employer contribution per active participant$83
Median for plans this size$1,313
2024$83 per active participant
2023$22 per active participant
2022$32 per active participant

Celebration Restaurant Group LLC's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$5,067
PRINCIPAL SECURITIES, 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 history3
2024$5,067 · 0.21%
2023$3,986 · 0.19%
2022$2,084 · 0.11%
Same employer
Similar plansAccommodation & Food Services · Florida
Duffys Management, Inc. FL$2.9M · 1.28%
Cocoa Beach Motel, Inc. FL$2.6M · 0.84%
Tellus Products, LLC FL$2.4M · 2.57%
Jr Management, Inc. FL$2.2M · 2.73%
Trattoria Romana, Inc. FL$2.2M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453935068 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.