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Original filing (PDF)20251002131547NAL0000322995001
CVENT, INC.
Form 5500
FILING_RECEIVED
CVENT, INC.
401(k) retirement plan
Active participants
2,189
Accounts w/ balance
2,461
Plan assets (EOY)
$240.6M
Net assets (EOY)
$240.6M
How this plan invests
This plan
13 pooled trusts
Schedule D
30 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 CVENT, INC..
Plan sponsor
Name
CVENT, INC.
EIN
54-1954458
Address
1765 GREENSBORO STATION PLACE · 7TH FLOOR · TYSONS CORNER, VA · 22102
Phone
(703) 226-3500
Industry
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
2025-10-02
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN 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 | $109K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $50K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $49K | — |
Investments
28 direct securities · 13 pooled funds· $361.4M(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
$232.5M
28 holdings
Common Collective Trust
$128.9M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $44.3M | 18.4% | |
| Fidelity Freedom Index 2055 B | — | — | — | $30.8M | 12.8% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $30.8M | 12.8% | |
| Fidelity Contrafund Class K-6 | — | — | — | $29.3M | 12.2% | |
| Fidelity Freedom Index 2050 B | — | — | — | $26.6M | 11.0% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $26.6M | 11.0% | |
| Fidelity Freedom Index 2040 B | — | — | — | $16.5M | 6.9% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $16.5M | 6.9% | |
| Fidelity Freedom Index 2045 B | — | — | — | $15.3M | 6.4% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $15.3M | 6.4% | |
| Fidelity Freedom Index 2060 B | — | — | — | $13.3M | 5.5% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $13.3M | 5.5% | |
| Fidelity Freedom Index 2035 B | — | — | — | $11.6M | 4.8% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $11.6M | 4.8% | |
| Fidelity International Index | — | — | — | $5.2M | 2.2% | |
| Fidelity Small Cap Index Fund | — | — | — | $4.7M | 2.0% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $4.7M | 2.0% | |
| American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $4.0M | 1.7% | |
| Mass Mutual Mid Cap Growth I Fund | — | — | — | $3.9M | 1.6% | |
| Fidelity Freedom Index 2065 B | — | — | — | $3.5M | 1.5% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $3.5M | 1.5% | |
| Prudential/ Great Gray Total Return Bond Fund CIT Fee Class LP | — | — | — | $3.5M | 1.5% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $3.5M | 1.5% | |
| Principal Equity Income Institutional | — | — | — | $3.5M | 1.5% | |
| Fidelity Government Money Market Fund | — | — | — | $3.2M | 1.3% | |
| John Hancock Disciplined Value Mid Cap Fund Class R-6 | — | — | — | $2.7M | 1.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $2.2M | 0.9% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $2.2M | 0.9% | |
| Fidelity US Bond Index Fund | — | — | — | $1.9M | 0.8% | |
| John Hancock Triton Fund | — | — | — | $1.7M | 0.7% | |
| Invesco Developing Market R6 | — | — | — | $1.5M | 0.6% | |
| PIMCO Income Fund Institutional Class | — | — | — | $1.3M | 0.5% | |
| American Beacon Small Cap Value Inst Fund | — | — | — | $855K | 0.4% | |
| Fidelity Freedom Index 2020 B | — | — | — | $639K | 0.3% | |
| FID FRDM INX 2020 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $639K | 0.3% | |
| Fidelity Short Term Bond Index | — | — | — | $336K | 0.1% | |
| PIMCO All Asset Inst Fund | — | — | — | $183K | <0.1% | |
| Fidelity Freedom Index Income B | — | — | — | $40K | <0.1% | |
| FID FRDM INX INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $40K | <0.1% | |
| Fidelity Freedom Index 2015 B | — | — | — | $34K | <0.1% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $34K | <0.1% |