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Original filing (PDF)20251015131328NAL0004946225001
OPEN TEXT, INC.
Form 5500
FILING_RECEIVED
OPEN TEXT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
7 service providers
Active participants
4,635
Accounts w/ balance
9,840
Plan assets (EOY)
$1.9B
Net assets (EOY)
$1.9B
How this plan invests
This plan
25 pooled trusts
Schedule D
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 (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OPEN TEXT, INC..
Plan sponsor
Name
OPEN TEXT, INC.
EIN
46-0525483
Address
2440 SAND HILL ROAD · SUITE 302 · MENLO PARK, CA · 94025
Phone
(773) 632-1400
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $334K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 36-2668272 | — | CONSULTANT | $55K | — |
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $52K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $30K | — |
| MERCER INVESTMENTS LLC | 13-2834414 | — | INVESTMENT ADVISOR | $27K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | ACCOUNTANT/AUDITOR | $26K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VEDDERPRICE | 36-3254526 | — | ATTORNEY/LEGAL | $37K | — |
Investments
5 direct securities · 25 pooled funds· $1.9B(99% 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.
Common Collective Trust
$1.7B
25 holdings
Uncategorized
$213.6M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS US TOT MKT IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 036 | Common Collective Trust | — | — | $433.5M | 22.7% | |
| FID FRDM INX 2035 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $223.5M | 11.7% | |
| FID FRDM INX 2030 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $219.6M | 11.5% | |
| FID FRDM INX 2040 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $161.7M | 8.5% | |
| FID FRDM INX INC T FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $95.2M | 5.0% | |
| DODGE & COX STOCK X Mutual Fund | — | — | — | $92.5M | 4.9% | |
| FID FRDM INX 2045 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $87.8M | 4.6% | |
| BROKERAGELINK Self Directed Brokerage Account | — | — | — | $81.4M | 4.3% | |
| FID FRDM INX 2025 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $76.7M | 4.0% | |
| WB LARGE CAP GR A GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 015 | Common Collective Trust | — | — | $70.2M | 3.7% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $61.4M | 3.2% | |
| FID FRDM INX 2050 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $56.7M | 3.0% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $45.0M | 2.4% | |
| EV AC SMID CAP R6 Mutual Fund | — | — | — | $36.1M | 1.9% | |
| FID FRDM INX 2055 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $35.6M | 1.9% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $35.1M | 1.8% | |
| FID FRDM INX 2020 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $23.5M | 1.2% | |
| PRU CORE PLUS BD 16 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $22.5M | 1.2% | |
| WT INTL OPPS 4 WELLINGTON TRUST COMPANY, NA · EIN 27-3649481 / PN 001 | Common Collective Trust | — | — | $15.8M | 0.8% | |
| FID FRDM INX 2060 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $10.1M | 0.5% | |
| FID FRDM INX 2015 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $5.4M | 0.3% | |
| PIM ALL ASSET INST Mutual Fund | — | — | — | $3.2M | 0.2% | |
| FID FRDM INX 2065 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $2.3M | 0.1% | |
| FID FRDM INX 2010 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $829K | <0.1% | |
| VANG TREASURY MM Money Market Fund | — | — | — | $456K | <0.1% | |
| FID FRDM INX 2070 T FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 219 | Common Collective Trust | — | — | $3K | <0.1% | |
| CT CONTRARIAN CORE 2 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 111 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2005 T FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $0 | <0.1% |