Plan Ledger DOL Form 5500 · updated monthly

Celebree Learning Centers401(k)

CELEBREE LEARNING CENTERS 401(K) RETIREMENT SAVINGS PLAN · LUTHERVILLE, MD · plan year 2025

Reported admin expense ratio · 2025
0.81%

Celebree Learning Centers reported $19,213 in plan administrative expenses for 2025: 0.81% of average plan assets, above the peer median. 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 3 years on file its reported administrative ratio fell from 1.21% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Maryland (1,471st of 1,671), and 2,774th of 3,091 in educational services.

Plan summary
Net assets, end of year$2,663,056
Participants with balances156
Active participants1,108
Employer contributions—
Employee contributions$262,590
Employer contribution per active participant—
Average account balance$17,071
Benefits paid to participants$306,527
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$2.7M · 156 accts
2024$2.1M · 139 accts
2023$1.6M · 130 accts
2022$1.3M · 122 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$17,727
Investment management$1,486
Total administrative$19,213
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 · 20253
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$10,495
TRANSAMERICA FINANCIAL LIFE INS · Recordkeeping · Loan processing$7,232
CETERA INVESTMENT ADVISERS · Investment advisory (plan)$1,486

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

Recordkeeper by year3
2025ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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Administrative cost history4
2025$19,213 · 0.81%
2024$20,887 · 1.13%
2023$18,448 · 1.27%
2022$16,413 · 1.21%
Same employer
Similar plansEducational Services · Maryland
Linwood Center, Inc MD$3.7M · 0.61%
Shamit Management Inc. MD$3.2M · 0.86%
Gerstell Academy, Inc MD$2.9M · 0.25%
Northbay Education, Inc. MD$1.1M · 0.09%
Metro Montessori LLC MD$993K · 1.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522109192 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.