# Celigo, INC. 401(k) Plan
Source: https://planprovider.pro/companies/celigo-inc-plan-001

> Celigo, INC.'s 401(k) plan: 225 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Celigo, INC.

- **Sponsor EIN:** 900398114

- **Sponsor Address:** 3 LAGOON DR STE 130, REDWOOD CITY, CA, 94065

- **Plan Type:** 401(k)

- **Total Participants:** 225

- **Total Assets:** $16.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|225|$16.6M|$0|$2.8M|

| 2023|277|$12.9M|$0|$3.0M|

| 2022|313|$8.7M|$0|$2.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ADP, INC.|RECORD KEEPER|$6,790|—|$6,790|

| FRANK RIMERMAN|Auditor|$1,554|—|$1,554|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [FRANK RIMERMAN](https://planprovider.pro/provider/frank-rimerman-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $8,344

- **Estimated Expense Ratio:** 0.050% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$6,790|—|—|$1,554|—|

| 2023|$4,117|$459|—|—|—|

| 2022|$2,852|—|—|—|—|

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