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Original filing (PDF)20250725134520NAL0003210835001
CELARTEM, INC. DBA EXTENSIS
Form 5500
FILING_RECEIVED
CELARTEM, INC. DBA EXTENSIS 401(K) PLAN
401(k) retirement plan
Active participants
66
Accounts w/ balance
101
Plan assets (EOY)
$19.0M
Net assets (EOY)
$19.0M
How this plan invests
This plan
30 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CELARTEM, INC. DBA EXTENSIS.
Plan sponsor
Name
CELARTEM, INC. DBA EXTENSIS
EIN
91-1862805
Address
6975 SW SANDBURG · SUITE 200 · TIGARD, OR · 97223
Phone
(503) 290-7526
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-25
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HOFFMAN, STEWART & SCHMIDT, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEUDELL MORRISON WEALTH MANAGEMENT | — | SALEM, OR | NONE | $41K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $9K | — |
Investments
30 direct securities· $19.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $3.6M | 18.8% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $2.9M | 15.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $2.5M | 13.0% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $2.2M | 11.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.5M | 7.9% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $1.1M | 5.8% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $978K | 5.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $932K | 4.9% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $655K | 3.4% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $407K | 2.1% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $338K | 1.8% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $336K | 1.8% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $252K | 1.3% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $247K | 1.3% | |
| Vanguard Core Bond Adm Vanguard 0 | — | — | — | $185K | 1.0% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $175K | 0.9% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $171K | 0.9% | |
| Vanguard High Dividend Yield Index Adm Vanguard 0 | — | — | — | $117K | 0.6% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $115K | 0.6% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $68K | 0.4% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $56K | 0.3% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $53K | 0.3% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $52K | 0.3% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $40K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $37K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $30K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $25K | 0.1% | |
| Vanguard Inflation-Protected Sec Adm Vanguard 0 | — | — | — | $19K | <0.1% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $7K | <0.1% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $6K | <0.1% |
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