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Original filing (PDF)20251015163202NAL0010655218001
CELIGO, INC.
Form 5500
FILING_RECEIVED
CELIGO, INC. 401(K) PLAN
401(k) retirement plan
Active participants
225
Accounts w/ balance
261
Plan assets (EOY)
$16.6M
Net assets (EOY)
$16.6M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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 (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CELIGO, INC..
Plan sponsor
Name
CELIGO, INC.
EIN
90-0398114
Address
3 LAGOON DR STE 130 · REDWOOD CITY, CA · 94065
Phone
(650) 579-0210
Industry
Custom Computer Programming· 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANK RIMERMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
Investments
27 direct securities · 1 pooled fund· $16.4M(99% 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.
Registered Investment Companies
$16.1M
27 holdings
Common Collective Trust
$281K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $2.1M | 12.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.0M | 12.3% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $1.7M | 10.3% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $1.4M | 8.7% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $1.3M | 7.7% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $1.1M | 6.4% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $1.0M | 6.1% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $800K | 4.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $734K | 4.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $627K | 3.8% | |
| FID FREE INDX 2015 PREM 116 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $626K | 3.8% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $459K | 2.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $353K | 2.1% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $288K | 1.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $281K | 1.7% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $250K | 1.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $176K | 1.1% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $175K | 1.1% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $150K | 0.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $150K | 0.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $147K | 0.9% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $127K | 0.8% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $112K | 0.7% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $83K | 0.5% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $81K | 0.5% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $68K | 0.4% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $52K | 0.3% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $4K | <0.1% |
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