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Original filing (PDF)20251008091853NAL0005614209001
CELTRA TECHNOLOGIES, INC.
Form 5500
FILING_RECEIVED
CELTRA 401(K) PLAN
401(k) retirement plan
Active participants
47
Accounts w/ balance
106
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
25 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CELTRA TECHNOLOGIES, INC..
Plan sponsor
Name
CELTRA TECHNOLOGIES, INC.
EIN
27-4395872
Address
20 CABOT BLVD, SUITE 300 · MANSFIELD, MA · 02048
Phone
(866) 623-5872
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $18K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFK O'CONNOR DAVIES, LLP | 27-1728945 | — | ACCOUNTANT/AUDITOR | $8K | — |
Investments
25 direct securities· $9.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $2.0M | 20.7% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $1.8M | 18.8% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $1.3M | 13.7% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $900K | 9.3% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $474K | 4.9% | |
| American Funds American Balanced Fund Class R-6 Mutual fund | — | — | — | $455K | 4.7% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $430K | 4.5% | |
| AB Large Cap Growth Fund Class Z Mutual fund | — | — | — | $420K | 4.4% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $271K | 2.8% | |
| American Funds 2010 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $248K | 2.6% | |
| American Funds 2035 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $237K | 2.5% | |
| Fidelity International Index Fund Mutual fund | — | — | — | $234K | 2.4% | |
| American Funds EuroPacific Growth Retirement Fund Class R-6 Mutual fund | — | — | — | $165K | 1.7% | |
| Fidelity Government Money Market Class K6 Mutual fund | — | — | — | $146K | 1.5% | |
| Loomis Sayles Core Plus Bond Fund Class N Mutual fund | — | — | — | $144K | 1.5% | |
| American Funds New World Fund Class R-6 Mutual fund | — | — | — | $100K | 1.0% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $91K | 0.9% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $69K | 0.7% | |
| Notes Receivable from Participant Interest rate (9.50%), Maturity | — | — | — | $48K | 0.5% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $24K | 0.3% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $20K | 0.2% | |
| Neuberger Berman Strategic Income Fund R6 Class Mutual fund | — | — | — | $19K | 0.2% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 Mutual fund | — | — | — | $8K | <0.1% | |
| Janus Henderson Enterprise Fund Class N Mutual fund | — | — | — | $5K | <0.1% | |
| American Beacon Small Cap Value Fund R6 Class Mutual fund | — | — | — | $3K | <0.1% |