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Original filing (PDF)20250926050346NAL0008214625001
CELONIS, INC.
Form 5500
FILING_RECEIVED
CELONIS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
801
Accounts w/ balance
967
Plan assets (EOY)
$61.6M
Net assets (EOY)
$61.6M
How this plan invests
This plan
31 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 (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CELONIS, INC..
Plan sponsor
Name
CELONIS, INC.
EIN
61-1797223
Address
ONE WORLD TRADE CENTER · 70TH FLOOR · NEW YORK, NY · 10007
Phone
(919) 614-9348
Industry
Software Publishers· 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
2025-09-26
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
31 direct securities· $61.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $11.2M | 18.1% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $8.2M | 13.3% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $7.0M | 11.3% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $6.5M | 10.5% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $4.4M | 7.1% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $3.9M | 6.3% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $2.4M | 3.8% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $2.2M | 3.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2.0M | 3.3% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $1.7M | 2.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.5M | 2.5% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $1.2M | 2.0% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $1.1M | 1.8% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $1.1M | 1.7% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $907K | 1.5% | |
| JPMORGAN INTERNATIONAL EQTY R6 | Registered Investment Companies | — | — | $830K | 1.3% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $798K | 1.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $763K | 1.2% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $745K | 1.2% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $612K | 1.0% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $551K | 0.9% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $442K | 0.7% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $389K | 0.6% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $384K | 0.6% | |
| AMANA GROWTH - INSTITUTIONAL | Registered Investment Companies | — | — | $157K | 0.3% | |
| AMANA PARTICIPATION - INST | Registered Investment Companies | — | — | $127K | 0.2% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $101K | 0.2% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $92K | 0.2% | |
| CAL US LC CORE RESP INDEX R6 | Registered Investment Companies | — | — | $67K | 0.1% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $11K | <0.1% | |
| CALVERT BOND FUND R6 | Registered Investment Companies | — | — | $8K | <0.1% |