How big is Celerity Solutions, Inc.'s plan?

Celerity Solutions, Inc.'s plan reported $6.9M in assets and 7 participants for 2024.

Original filing (PDF)20251011004929NAL0013406016001

Celerity Solutions, Inc.

Name: Celerity Solutions, Inc. — Celerity Solutions, Inc., Form 5500 (2024)
Creator: Celerity Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Celerity Solutions, Inc. Profit Sharing Plan and Trust

Defined-contribution retirement plan · Celerity Solutions, Inc.'s Celerity Solutions, Inc. Profit Sharing Plan and Trust held $6.9M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

Plan identifiers

Celerity Solutions, Inc.'s EIN is 94-3278787.

EIN 94-3278787

Plan number 002

Plan year 2024

ACK ID 20251011004929NAL0013406016001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Celerity Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Celerity Solutions, Inc.'s plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CELERITY SOLUTIONS, INC.

EIN

all filings

Address

560 LOS ALTOS AVENUE · LOS ALTOS, CA · 94022

Phone

(650) 799-9719

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator