Back to filter
Original filing (PDF)20241015104729NAL0048904080001
CEDAR FAIR, L.P.
Form 5500
FILING_RECEIVED
CEDAR FAIR 401(K) PLAN
401(k) retirement plan
Active participants
1,750
Accounts w/ balance
177
Plan assets (EOY)
$903K
Net assets (EOY)
$903K
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 10% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (3 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CEDAR FAIR, L.P..
Plan sponsor
Name
CEDAR FAIR, L.P.
EIN
34-1560655
Address
ONE CEDAR POINT DRIVE · SANDUSKY, OH · 448705259
Phone
(419) 626-0830
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $273 | — |
Investments
1 pooled fund· $20K(2% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MELLON STABLE VALUE THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | $20K | 2.2% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Arts, Entertainment, Recreation plans
JOSCELYN, INC. DBA AIRWAY FUN CENTER
AIRWAY FUN CENTER 401(K) PROFIT SHARING PLAN
$908K · 29 participants
TREEHOUSE GAMES
TREEHOUSE GAMES 401(K) PLAN
$897K · 14 participants
GET THE PICTURE CORPORATION
GTP RETIREMENT PLAN
$911K · 29 participants
POWER PLAY PARTNERS, INC.
POWERPLAY KC 401(K) & PROFIT SHARING PLAN
$925K · 19 participants
UNCLE CLIFF'S KIDDYLAND, INCORPORATED D.B.A. CLIFF'S AMUSEMENT PARK
CLIFF'S AMUSEMENT PARK 401(K) PROFIT SHARING PLAN & TRUST
$930K · 13 participants
PEAK ATTRACTIONS, LLC
PEAK ATTRACTIONS, LLC PROFIT SHARING PLAN
$869K · 19 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants