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Original filing (PDF)20251121100635NAL0009883936001
CISION US, INC.
Form 5500
FILING_RECEIVED
CISION US, INC. RETIREMENT PLAN AND TRUST
401(k) retirement plan
Signals · 1
Late filing · 0.2 mo
Active participants
1,353
Accounts w/ balance
2,451
Plan assets (EOY)
$156.1M
Net assets (EOY)
$156.1M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
99
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.2 months past the 10.5-month grace window.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CISION US, INC..
Plan sponsor
Name
CISION US, INC.
EIN
36-4011543
Address
130 E RANDOLPH ST · 7TH FLOOR · CHICAGO, IL · 60601
Phone
(312) 986-3633
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-21
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
BAKER TILLY US
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$184K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| 401(K) PLAN RESOURCES | 83-1813100 | — | CONSULTANT | $105K | — |
| CREATIVE PLANNING, LLC | 84-4519624 | — | INVESTMENT ADVISOR | $30K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY VIRCHOW KRAUSE, LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $22K | — |
Investments
31 direct securities · 1 pooled fund· $156.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$132.2M
30 holdings
Mutual Funds
$21.5M
1 holding
Common Collective Trust
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Class N/R | Mutual Funds | — | — | $21.5M | 13.7% | |
| Fidelity Freedom 2055 Fund Class K N/R | — | — | — | $18.7M | 12.0% | |
| Fidelity Freedom 2050 Fund Class K N/R | — | — | — | $18.4M | 11.8% | |
| Fidelity Freedom 2045 Fund Class K N/R | — | — | — | $15.7M | 10.0% | |
| Fidelity Freedom 2040 Fund Class K N/R | — | — | — | $13.9M | 8.9% | |
| Fidelity Freedom 2035 Fund Class K N/R | — | — | — | $10.0M | 6.4% | |
| Alliance Bernstein AB Large Cap Growth Fund Class I N/R | — | — | — | $9.4M | 6.0% | |
| Fidelity Freedom 2060 Fund Class K N/R | — | — | — | $6.9M | 4.4% | |
| Fidelity Freedom 2030 Fund Class K N/R | — | — | — | $5.1M | 3.2% | |
| Vanguard Mid-Cap Index Fund Admiral Shares N/R | — | — | — | $4.3M | 2.8% | |
| Vanguard Wellington Admiral Shares N/R | — | — | — | $4.2M | 2.7% | |
| Vanguard Total International Stock Index Fund N/R | — | — | — | $3.5M | 2.3% | |
| Invesco Discovery Mid Cap Growth Fund Class A N/R | — | — | — | $2.7M | 1.7% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.5M | 1.6% | |
| Columbia Contrarian Core Fund Class I N/R | — | — | — | $2.3M | 1.5% | |
| Putnam Large Cap Value Fund Class Y N/R | — | — | — | $2.2M | 1.4% | |
| Fidelity Freedom 2025 Fund Class K N/R | — | — | — | $2.1M | 1.3% | |
| Columbia Small Cap Index Fund Class A N/R | — | — | — | $1.9M | 1.2% | |
| Fidelity Freedom 2065 Fund Class K N/R | — | — | — | $1.6M | 1.0% | |
| PGIM Prudential Total Return Bond Fund Class Z N/R | — | — | — | $1.4M | 0.9% | |
| Allspring Special Mid Cap Value Fund Class A N/R | — | — | — | $1.3M | 0.8% | |
| Allspring Special Small Cap Value Fund Class A N/R | — | — | — | $1.2M | 0.7% | |
| John Hancock John Hancock Income Fund Class R2 N/R | — | — | — | $1.1M | 0.7% | |
| Fidelity Freedom 2020 Fund Class K N/R | — | — | — | $954K | 0.6% | |
| Participant Loans Notes receivable from participants, with interest rates $0 | — | — | — | $934K | 0.6% | |
| Fidelity Small Cap Growth Fund N/R | — | — | — | $713K | 0.5% | |
| Fidelity Emerging Markets Fund Class K N/R | — | — | — | $623K | 0.4% | |
| Vanguard Total Bond Market Index Admiral Fund N/R | — | — | — | $432K | 0.3% | |
| Oppenheimer International Growth Fund Class Y N/R | — | — | — | $356K | 0.2% | |
| Fidelity Freedom Income Fund Class K N/R | — | — | — | $201K | 0.1% | |
| Fidelity Government Money Market Fund N/R | — | — | — | $92K | <0.1% | |
| Fidelity Freedom 2015 Fund Class K N/R | — | — | — | $17K | <0.1% |