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Original filing (PDF)20250801075417NAL0006050881001
CELERO COMMERCE LLC
Form 5500
FILING_RECEIVED
CELERO COMMERCE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
309
Accounts w/ balance
344
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
2 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CELERO COMMERCE LLC.
Plan sponsor
Name
CELERO COMMERCE LLC
EIN
85-1129736
Address
100 WESTWOOD PLACE, SUITE 200 · BRENTWOOD, TN · 37027
Phone
(615) 612-0941
Industry
Finance & Insurancesee 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
2025-08-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
LBMC, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWSQUARE CAPITAL, LLC | 27-1238163 | — | INVESTMENT MANAGEMENT | $18K | — |
| ALLIANT INSURANCE SERVICES INC DBA | — | NEW YORK, NY | INVESTMENT ADVISOR | $11K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $27K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $42 | — |
Investments
31 direct securities · 2 pooled funds· $18.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$17.7M
31 holdings
Common Collective Trust
$1.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $3.2M | 18.3% | |
| Fidelity Freedom Index 2040 Instl Prem | — | — | — | $2.6M | 14.9% | |
| Fidelity Freedom Index 2050 Instl Prem | — | — | — | $1.6M | 8.9% | |
| Fidelity Freedom Index 2045 Instl Prem | — | — | — | $1.4M | 8.0% | |
| Fidelity Freedom Index 2055 Instl Prem | — | — | — | $1.1M | 6.4% | |
| Fidelity Freedom Index 2035 Instl Prem | — | — | — | $1.1M | 6.2% | |
| Fidelity Freedom Index 2030 Instl Prem | — | — | — | $1.1M | 6.0% | |
| Great Gray Growth Fund II Fee Class R1 | — | — | — | $1.1M | 6.0% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 31-4139848 / PN 626 | Common Collective Trust | — | — | $1.0M | 5.9% | |
| Fidelity International Index | — | — | — | $602K | 3.4% | |
| Fidelity Freedom Index 2025 Instl Prem | — | — | — | $591K | 3.3% | |
| MFS Value R6 | — | — | — | $501K | 2.8% | |
| Fidelity Freedom Index 2060 Instl Prem | — | — | — | $346K | 2.0% | |
| Fidelity Freedom Index Inc Instl Prem ** 119 Fidelity Growth Strategies K6 | — | — | — | $342K | 1.9% | |
| Fidelity Mid Cap Index | — | — | — | $331K | 1.9% | |
| Fidelity Small Cap Index | — | — | — | $325K | 1.8% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 10.50% - | — | — | — | $292K | 1.6% | |
| Putnam Small Cap Growth R6 | — | — | — | $236K | 1.3% | |
| Allspring Small Company Value R6 | — | — | — | $181K | 1.0% | |
| Fidelity Freedom Index 2065 Instl Prem | — | — | — | $166K | 0.9% | |
| MFS International Growth R6 | — | — | — | $139K | 0.8% | |
| Fidelity Emerging Markets Index | — | — | — | $108K | 0.6% | |
| Fidelity Real Estate Index | — | — | — | $71K | 0.4% | |
| PGIM High-Yield R6 | — | — | — | $50K | 0.3% | |
| MFS Mid Cap Value R6 | — | — | — | $49K | 0.3% | |
| Fidelity Freedom Index 2020 Instl Prem | — | — | — | $46K | 0.3% | |
| PIMCO STABLE INCOME FUND CLASS 1 SEI TRUST COMPANY · EIN 45-4313627 / PN 001 | Common Collective Trust | — | — | $40K | 0.2% | |
| JHancock Bond R6 | — | — | — | $31K | 0.2% | |
| Pimco Stable Income Fund Class I | — | — | — | $29K | 0.2% | |
| Fidelity US Bond Index | — | — | — | $23K | 0.1% | |
| DFA Inflation-Protected Securities I | — | — | — | $19K | 0.1% | |
| American Century Multisector Income R6 | — | — | — | $8K | <0.1% | |
| JPMorgan Government Bond R6 | — | — | — | $3K | <0.1% |
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