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Original filing (PDF)20251014180514NAL0003460993001
CLOUD SOFTWARE GROUP, INC.
Form 5500
FILING_RECEIVED
CITRIX SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
2,051
Accounts w/ balance
7,298
Plan assets (EOY)
$1.6B
Net assets (EOY)
$1.6B
How this plan invests
This plan
17 pooled trusts
Schedule D
35 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 (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLOUD SOFTWARE GROUP, INC..
Plan sponsor
Name
CLOUD SOFTWARE GROUP, INC.
EIN
77-0449727
Address
851 WEST CYPRESS CREEK ROAD · FORT LAUDERDALE, FL · 33309
Phone
(954) 267-3000
Industry
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
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $221K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $120K | — |
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT ADVISOR | $73K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | — | ACCOUNTANT/AUDITOR | $16K | — |
Investments
33 direct securities · 17 pooled funds· $2.3B(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
$1.5B
33 holdings
Common Collective Trust
$749.7M
16 holdings
Pooled Separate Account
$20.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $238.8M | 14.9% | |
| Fidelity Blue Chip Growth Cp A Common/Collective Trust | — | — | — | $228.3M | 14.2% | |
| FID BLUE CHP GR CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $228.3M | 14.2% | |
| Fidelity Select Technology Portfolio Mutual Fund | — | — | — | $110.9M | 6.9% | |
| T. Rowe Price Retirement 2040 Fund Common/Collective Trust | — | — | — | $88.6M | 5.5% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $88.6M | 5.5% | |
| T. Rowe Price Retirement 2035 Fund Common/Collective Trust | — | — | — | $75.5M | 4.7% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $75.5M | 4.7% | |
| T. Rowe Price Retirement 2045 Fund Common/Collective Trust | — | — | — | $70.4M | 4.4% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $70.4M | 4.4% | |
| T. Rowe Price Retirement 2030 Fund Common/Collective Trust | — | — | — | $69.5M | 4.3% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $69.5M | 4.3% | |
| T. Rowe Price Retirement 2050 Fund Common/Collective Trust | — | — | — | $60.3M | 3.8% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $60.3M | 3.8% | |
| Brokeragelink Accounts Participant-Directed Brokerage Accounts | — | — | — | $54.9M | 3.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $51.5M | 3.2% | |
| FIMM Government Class I Mutual Fund | — | — | — | $50.3M | 3.1% | |
| Fidelity Stock Selector Mid Cap Fund Mutual Fund | — | — | — | $48.1M | 3.0% | |
| Vanguard Equity-Income Admiral Mutual Fund | — | — | — | $44.7M | 2.8% | |
| T. Rowe Price Retirement 2055 Fund Common/Collective Trust | — | — | — | $43.1M | 2.7% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $43.1M | 2.7% | |
| Fidelity Balanced K6 Mutual Fund | — | — | — | $40.4M | 2.5% | |
| DFA U.S. Small Cap Institutional Mutual Fund | — | — | — | $38.1M | 2.4% | |
| T. Rowe Price Retirement 2025 Fund Common/Collective Trust | — | — | — | $33.5M | 2.1% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $33.5M | 2.1% | |
| JPMCB CORE BOND CF JPMORGAN CHASE BANK, N.A. · EIN 20-3847783 / PN 001 | Common Collective Trust | — | — | $31.0M | 1.9% | |
| Vanguard Dividend Growth Investor Mutual Fund | — | — | — | $24.9M | 1.6% | |
| New York Life Anchor Account Pooled Separate Account | — | — | — | $20.2M | 1.3% | |
| NYL STABLE VALUE ACCOUNT PSA NO. 25 NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $20.2M | 1.3% | |
| Fidelity Strategic Income Mutual Fund | — | — | — | $18.9M | 1.2% | |
| Fidelity Small Cap Growth K6 Mutual Fund | — | — | — | $17.4M | 1.1% | |
| T. Rowe Price Retirement 2060 Fund Common/Collective Trust | — | — | — | $16.6M | 1.0% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $16.6M | 1.0% | |
| John Hancock Disciplined Value Mid Cap R6 Mutual Fund | — | — | — | $16.4M | 1.0% | |
| T. Rowe Price Retirement 2020 Fund Common/Collective Trust | — | — | — | $13.0M | 0.8% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $13.0M | 0.8% | |
| Vanguard International Value Mutual Fund | — | — | — | $11.0M | 0.7% | |
| Vanguard Emerging Markets Stock Index Admiral Mutual Fund | — | — | — | $9.5M | 0.6% | |
| T. Rowe Price Retirement 2015 Fund Common/Collective Trust | — | — | — | $5.8M | 0.4% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $5.8M | 0.4% | |
| Invesco International Small-Mid Company A1 Common/Collective Trust | — | — | — | $5.4M | 0.3% | |
| INV INTL SM-MD CO A1 INVESCO TRUST COMPANY · EIN 47-1449068 / PN 001 | Common Collective Trust | — | — | $5.4M | 0.3% | |
| T. Rowe Price Retirement 2065 Fund Common/Collective Trust | — | — | — | $5.1M | 0.3% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $5.1M | 0.3% | |
| Participant Loans to participants, bearing interest from 4.25% to 10.00% | — | — | — | $5.0M | 0.3% | |
| T. Rowe Price Retirement 2005 Fund Common/Collective Trust | — | — | — | $2.5M | 0.2% | |
| TRP RETIRE 2005 F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $2.5M | 0.2% | |
| T. Rowe Price Retirement 2010 Fund Common/Collective Trust | — | — | — | $979K | <0.1% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $979K | <0.1% | |
| Fidelity Government Money Market Fund Premium Mutual Fund | — | — | — | $59K | <0.1% |