Plan Ledger DOL Form 5500 · updated monthly

Celerion, Inc.401(k)

CELERION, INC 401(K) PLAN · LINCOLN, NE · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Celerion, Inc. reported $143,267 in plan administrative expenses for 2024: 0.23% of average plan assets, above the peer median. Employer contributions averaged $1,405 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 fell from 0.27% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 97th-largest of 565 plans among Nebraska employers on file, and the 2,112th of 11,654 in professional & technical services. In 2024, employees put in $4.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$68,048,794
Participants with balances1,299
Active participants939
Employer contributions$1,319,461
Employee contributions$5,362,652
Employer contribution per active participant$1,405
Average account balance$52,386
Benefits paid to participants$5,306,230
Plan auditUnmodified (clean) audit opinion
AuditorDENMAN CPA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$68.0M · 1,299 accts · $1.3M emplr
2023$58.2M · 1,254 accts · $1.2M emplr
2022$47.8M · 1,230 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$103,295
Investment management$39,972
Total administrative$143,267
The Celerion, Inc. 401(k) match · 2024
Employer contribution per active participant$1,405
Median for plans this size$3,635
2024$1,405 per active participant
2023$1,246 per active participant
2022$1,103 per active participant

Celerion, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$103,196
SAGEVIEW ADVISORY GROUP LLC · Investment advisory (plan)$37,474

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$143,267 · 0.23%
2023$128,484 · 0.24%
2022$137,659 · 0.27%
Same employer
Similar plansProfessional & Technical Services · Nebraska
Leo a Daly Company NE$172.6M · 0.11%
Baird Holm LLP NE$109.5M · 0.21%
Cassling NE$78.5M · 0.14%
Koley Jessen P.C., L.L.O. NE$62.0M · 0.14%
Fraser Stryker PC Llo NE$54.8M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364667250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.