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Original filing (PDF)20251014093031NAL0003534448001
DUCK CREEK TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
DUCK CREEK TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
706
Accounts w/ balance
1,062
Plan assets (EOY)
$176.4M
Net assets (EOY)
$176.4M
How this plan invests
This plan
11 pooled trusts
Schedule D
31 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 (6 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DUCK CREEK TECHNOLOGIES, LLC.
Plan sponsor
Name
DUCK CREEK TECHNOLOGIES, LLC
EIN
47-5654931
Address
100 SUMMER STREET · 8TH FLOOR · BOSTON, MA · 02210
Phone
(833) 798-7789
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $106K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $356 | — |
Investments
21 direct securities · 11 pooled funds· $177.7M(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.
Common Collective Trust
$130.6M
11 holdings
Uncategorized
$47.1M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $33.0M | 18.7% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $26.4M | 14.9% | |
| BLACKROCK EQUITY INDEX FUND GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $24.5M | 13.9% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $19.1M | 10.8% | |
| Massmutual Blue Chip Gr Mutual Fund | — | — | — | $14.7M | 8.3% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $6.4M | 3.6% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $6.0M | 3.4% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $5.0M | 2.8% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $4.8M | 2.7% | |
| Brokerage funds | — | — | — | $3.8M | 2.2% | |
| BLACKROCK MSCI ACWI EX-U.S. IN FUND GREAT GRAY TRUST COMPANY, LLC · EIN 81-1950980 / PN 013 | Common Collective Trust | — | — | $3.8M | 2.1% | |
| American New Perspectives R6 Mutual Fund | — | — | — | $3.5M | 2.0% | |
| MFS Value R6 Mutual Fund | — | — | — | $3.0M | 1.7% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.7M | 1.5% | |
| BLACKROCK U.S. DEBT INDEX FUND GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $2.5M | 1.4% | |
| American Fund Balanced R6 Mutual Fund | — | — | — | $2.4M | 1.4% | |
| Massmutual Strat Bond I Mutual Fund | — | — | — | $1.7M | 0.9% | |
| Fidelity Intl Cap Appreciation Mutual Fund | — | — | — | $1.5M | 0.8% | |
| Notes receivable from participants March 2032 | — | — | — | $1.4M | 0.8% | |
| Massmutual Midcap Growth I Mutual Fund | — | — | — | $1.3M | 0.8% | |
| T. Rowe Price Retirement Balance Trust Common Collective Trust Fund | — | — | — | $1.3M | 0.7% | |
| TRP RETIREMENT BALANCED TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.7% | |
| Macquarie Emerging Markets I Mutual Fund | — | — | — | $1.1M | 0.6% | |
| Allspring Spe Md Cp Val R6 Mutual Fund | — | — | — | $1.1M | 0.6% | |
| Fed Hermes Mdt Sm Cap Gr Inst Mutual Fund | — | — | — | $1.0M | 0.6% | |
| Morganstan Glbl Fix Inc Opps I Mutual Fund | — | — | — | $843K | 0.5% | |
| T Rowe Price Small Cap Value I Mutual Fund | — | — | — | $837K | 0.5% | |
| Massmutual Infl Prot I Mutual Fund | — | — | — | $776K | 0.4% | |
| Lord Abbett High Yield R6 Mutual Fund | — | — | — | $746K | 0.4% | |
| Fidelity Real Estate Ind Fund Mutual Fund | — | — | — | $710K | 0.4% | |
| T. Rowe Price Government Money Market Fund | — | — | — | $339K | 0.2% | |
| Columbia Overseas Val Instl 3 Mutual Fund | — | — | — | $244K | 0.1% |