Plan Snapshot
- Plan Sponsor: Cedar Fair Retirement Savings Plan
- Sponsor EIN: 934097909
- Sponsor Address: ONE CEDAR POINT DRIVE, SANDUSKY, OH, 44870
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 4,102
- Total Assets: $410.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 4,102 | $410.4M | $0 | $0 |
| 2024 | 3,298 | $374.3M | $6.6M | $17.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $130,298 | — | $130,298 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $115,940 | — | $115,940 |
| WHITLEY PENN LLP | Auditor | $67,600 | — | $67,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $313,838
- Estimated Expense Ratio: 0.076% 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 | $52,695,023 | $115,940 | $600 | $67,600 | — |
| 2024 | $79,610 | $79,417 | — | — | — |