Plan Ledger DOL Form 5500 · updated monthly

Celebrity Home Loans, LLC401(k)

CELEBRITY HOME LOANS LLC 401K PROFIT SHARING PLAN · SAINT THOMAS, VI · plan year 2022

Employer contribution per participant · 2022
$4

Celebrity Home Loans, LLC's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $34,442,254 across 862 participant accounts, with employer contributions averaging $4 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1st-largest of 13 plans among VI employers on file, and the 405th of 2,096 in real estate & leasing. In 2022, employees put in $2207.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,442,254
Participants with balances862
Active participants862
Employer contributions$3,725
Employee contributions$8,221,994
Employer contribution per active participant$4
Average account balance$39,956
Plan auditUnmodified (clean) audit opinion
AuditorWEST & COMPANY, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $2 emplr
2022$34.4M · 862 accts · $4K emplr
The Celebrity Home Loans, LLC 401(k) match · 2022
Employer contribution per active participant$4
Median for plans this size$2,266

Celebrity Home Loans, LLC's 2022 employer contribution ran below the $2,266 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.

Administrative cost history2
2023Not separately reported
2022Not separately reported
Similar plansReal Estate & Leasing · VI
Hubbell Realty Company IA$34.8M · 0.46%
USA Properties Fund, Inc. CA$34.7M · 0.48%
Adeia Inc. CA$34.6M · 0.20%
Oto Development, LLC SC$34.6M · 0.30%
Great Wolf Resorts, Inc. IL$34.4M · 0.48%
Steelwave, Inc. CA$34.4M · 0.25%
Highmark Residential, LLC TX$34.3M · 0.52%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 204866754 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.