Plan Snapshot
- Plan Sponsor: Celebration Restaurant Group LLC
- Sponsor EIN: 453935068
- Sponsor Address: 1170 CELEBRATION BLVD, CELEBRATION, FL, 347474604
- Plan Type: 401(k)
- Total Participants: 905
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 905 | $2.6M | $75,517 | $266,977 |
| 2023 | 3,675 | $2.3M | $81,316 | $337,043 |
| 2022 | 1,993 | $1.8M | $63,063 | $263,650 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WINDHAM BRANNON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,067 | — | $5,067 | — | — |
| 2023 | $3,986 | — | $3,986 | — | — |
| 2022 | $2,084 | — | $2,084 | — | — |