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Original filing (PDF)20251013100722NAL0002355106001
COMMERCETOOLS, INC.
Form 5500
FILING_RECEIVED
COMMERCETOOLS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
153
Accounts w/ balance
177
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMERCETOOLS, INC..
Plan sponsor
Name
COMMERCETOOLS, INC.
EIN
47-4257858
Address
1111B SOUTH GOVERNORS AVENUE · SUITE 26128 · DOVER, DE · 19904
Phone
(212) 220-3809
Industry
Custom Computer Programming· 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
2025-10-13
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
FIONDELLA, MILONE & LASARACINA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $4K | — |
Investments
39 direct securities· $12.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $2.1M | 16.5% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.0M | 15.4% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.8M | 14.0% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.5M | 11.4% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $864K | 6.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $763K | 5.9% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $500K | 3.9% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $334K | 2.6% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $311K | 2.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $259K | 2.0% | |
| American Century Ultra R6 American Century 0 | — | — | — | $210K | 1.6% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $204K | 1.6% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $171K | 1.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $163K | 1.3% | |
| JPMorgan Equity Income R6 JP Morgan 0 | — | — | — | $149K | 1.2% | |
| JHancock Bond R6 John Hancock 0 | — | — | — | $131K | 1.0% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $121K | 0.9% | |
| Fidelity Advisor Technology I Fidelity 0 | — | — | — | $117K | 0.9% | |
| JPMorgan Mid Cap Growth R6 JP Morgan 0 | — | — | — | $103K | 0.8% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $95K | 0.7% | |
| BlackRock Health Sciences Opp Port Instl BlackRock 0 | — | — | — | $85K | 0.7% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $78K | 0.6% | |
| American Century Short Duration R6 American Century 0 | — | — | — | $76K | 0.6% | |
| Federated Hermes Instl Hiyd Bd IS Federated 0 | — | — | — | $73K | 0.6% | |
| American Funds EuroPacific Gr R6 American Funds 0 | — | — | — | $72K | 0.6% | |
| American Beacon Small Cap Value R5 American Beacon 0 | — | — | — | $63K | 0.5% | |
| AB Small Cap Growth Portfolio Z Alliance Bernstein 0 | — | — | — | $58K | 0.4% | |
| BlackRock Inflation Protected Bond K BlackRock 0 | — | — | — | $56K | 0.4% | |
| JPMorgan Emerging Markets Equity R6 JP Morgan 0 | — | — | — | $56K | 0.4% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $47K | 0.4% | |
| MFS Mid Cap Value R6 MFS 0 | — | — | — | $44K | 0.3% | |
| Vanguard Financials Index Adm Vanguard 0 | — | — | — | $37K | 0.3% | |
| Vanguard Energy Index Adm Vanguard 0 | — | — | — | $36K | 0.3% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $33K | 0.3% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $22K | 0.2% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $21K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $15K | 0.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $14K | 0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $4K | <0.1% |
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