Plan Snapshot
- Plan Sponsor: Celia Corporation
- Sponsor EIN: 382543338
- Sponsor Address: 309 S. UNION STREET, SPARTA, MI, 49345
- Plan Type: 401(k)
- Total Participants: 472
- Total Assets: $34.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 472 | $34.5M | $951,369 | $2.1M |
| 2023 | 446 | $29.7M | $839,336 | $1.9M |
| 2022 | 488 | $26.7M | $804,525 | $1.8M |
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 |
|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INC. | BROKER/ADVISER | — | $62,374 | $62,374 |
| DOEREN MAYHEW GRAND RAPICS PLLC | CONTRACT ADMINISTRATOR | $6,024 | — | $6,024 |
| ANDREWS HOOPER & PAVLIK PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDREWS HOOPER & PAVLIK PLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,398
- Estimated Expense Ratio: 0.198% 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 |
|---|---|---|---|---|---|
| 2024 | $9,739 | — | $9,739 | — | — |
| 2023 | $11,315 | — | $11,315 | — | — |
| 2022 | $7,098 | — | $7,098 | — | — |