Cedar Fair Retirement Savings Plan — Form 5500 plan (Cedar Fair, L.P.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cedar Fair Retirement Savings Plan is a benefit plan reported by Cedar Fair, L.P. under EIN 34-1560655 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,346 participants and $337,359,841 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cedar Fair, L.P.
EIN
34-1560655
Plan number
002
Plan type
2
Location
Sandusky, OH
Latest filing year
2023
Participants
4,346
End-of-year plan assets
$337,359,841

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,346H, C20241015105216NAL0014433443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$337,359,841
Total liabilities (EOY)
$0
Net assets (EOY)
$337,359,841
Net assets (BOY)
$290,204,770

Income & contributions

Employer contributions
$5,793,970
Participant contributions
$16,903,099
Total contributions
$24,480,827
Total income / additions
$77,871,711

Expenses & distributions

Benefits paid
$30,635,214
Administrative expenses
$71,573
Total expenses
$30,716,731
Net increase / (decrease)
$47,154,980

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$77,565not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$5,992$02023

Related Form 5500 pages