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Original filing (PDF)20250729170735NAL0003699329001
CELIA CORPORATION
Form 5500
FILING_RECEIVED
CELIA CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
472
Accounts w/ balance
470
Plan assets (EOY)
$34.5M
Net assets (EOY)
$34.5M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CELIA CORPORATION.
Plan sponsor
Name
CELIA CORPORATION
EIN
38-2543338
Address
309 S. UNION STREET · SPARTA, MI · 49345
Phone
(616) 887-7341
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ANDREWS HOOPER & PAVLIK PLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INC. | — | MILWAUKEE, WI | BROKER/ADVISER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOEREN MAYHEW GRAND RAPICS PLLC | — | GRAND RAPIDS, MI | CONTRACT ADMINISTRATOR | $6K | — |
Investments
26 direct securities· $34.5M(100% of reported assets)
Uncategorized
$34.4M
25 holdings
Mutual Funds
$71K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Columbia Large Cap Index Fund N/A | — | — | — | $4.8M | 13.9% | |
| American Funds Growth Fund of America N/A | — | — | — | $3.5M | 10.1% | |
| Columbia Mid Cap Index Fund N/A | — | — | — | $2.8M | 8.1% | |
| American Funds Capital World Growth and Income Fund N/A | — | — | — | $2.5M | 7.2% | |
| American Funds 2040 Target Date Retirement Fund N/A | — | — | — | $2.0M | 5.8% | |
| Macquarie Small Cap Value Fund N/A | — | — | — | $1.9M | 5.6% | |
| Fixed annuities * Empower Key Guaranteed Portfolio Fund, interest at 1.450% N/A | — | — | — | $1.4M | 4.2% | |
| JPMorgan US Research Enhanced Equity Fund N/A | — | — | — | $1.3M | 3.9% | |
| MFS Aggressive Growth Allocation Fund N/A | — | — | — | $1.3M | 3.7% | |
| American Funds 2045 Target Date Retirement Fund N/A | — | — | — | $1.3M | 3.6% | |
| American Funds 2035 Target Date Retirement Fund N/A | — | — | — | $1.2M | 3.6% | |
| MFS Growth Allocation Fund N/A | — | — | — | $1.2M | 3.4% | |
| Invesco Equity and Income Fund N/A | — | — | — | $1.2M | 3.4% | |
| MFS Corporate Bond Fund N/A | — | — | — | $1.1M | 3.3% | |
| MFS Moderate Allocation Fund N/A | — | — | — | $1.1M | 3.1% | |
| American Funds 2050 Target Date Retirement Fund N/A | — | — | — | $1.0M | 2.9% | |
| MFS Conservative Allocation Fund N/A | — | — | — | $788K | 2.3% | |
| Macquarie Value Fund N/A | — | — | — | $763K | 2.2% | |
| American Funds 2055 Target Date Retirement Fund N/A | — | — | — | $708K | 2.1% | |
| American Funds 2030 Target Date Retirement Fund N/A | — | — | — | $665K | 1.9% | |
| American Funds 2060 Target Date Retirement Fund N/A | — | — | — | $598K | 1.7% | |
| MFS Total Return Fund N/A | — | — | — | $537K | 1.6% | |
| American Funds 2025 Target Date Retirement Fund N/A | — | — | — | $494K | 1.4% | |
| American Funds 2020 Target Date Retirement Fund N/A | — | — | — | $249K | 0.7% | |
| American Funds 2015 Target Date Retirement Fund N/A | Mutual Funds | — | — | $71K | 0.2% | |
| iShares Small Cap Index Fund N/A | — | — | — | $10K | <0.1% |
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