Kristi Ralston signed Celigo, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Celigo, Inc.'s EIN is 90-0398114.
Download the official 2024 Form 5500 (PDF) for Celigo, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Celigo, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $7K | — |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
