Plan Snapshot
- Plan Sponsor: Celebree Learning Centers
- Sponsor EIN: 522109192
- Sponsor Address: 8029 CORPORATE DRIVE, NOTTINGHAM, MD, 21236
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,154
- Total Assets: $2.7M
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. |
|---|---|---|---|---|
| 2025 | 1,154 | $2.7M | $0 | $0 |
| 2024 | 904 | $2.1M | $0 | $261,636 |
| 2023 | 1,209 | $1.7M | $0 | $235,390 |
| 2022 | 1,186 | $1.3M | $0 | $249,608 |
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 |
|---|---|---|---|---|
| ADMIN. GROUP, LLC DBA TAG RESOURCES | Recordkeeper | $10,495 | — | $10,495 |
| TRANSAMERICA FINANCIAL LIFE INS | Other Service Provider | $7,232 | — | $7,232 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,727
- Estimated Expense Ratio: 0.661% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $325,740 | $1,486 | — | — | — |
| 2024 | $20,887 | — | — | — | — |
| 2023 | $18,448 | — | — | — | — |
| 2022 | $16,413 | — | $16,413 | — | — |