Nelissa Arriaga signed Celonis, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Celonis, Inc.'s EIN is 61-1797223.
Download the official 2024 Form 5500 (PDF) for Celonis, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Celonis, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $6K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
