# Cerence Operating Company 401(k) Plan
Source: https://planprovider.pro/companies/cerence-operating-company-401k-plan

> Cerence Operating Company's 401(k) plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cerence Operating Company

- **Sponsor EIN:** 841730382

- **Sponsor Address:** 25 MALL ROAD, BURLINGTON, MA, 01803

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

- **Total Participants:** 99

- **Total Assets:** $36.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|99|$36.9M|$496,293|$1.8M|

| 2023|125|$34.8M|$548,698|$2.0M|

| 2022|145|$30.0M|$584,629|$2.0M|

## 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|

| CARON AND BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARON AND BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$7,446|$5,677|—|—|—|

| 2023|$7,881|$6,400|—|—|—|

| 2022|$6,733|$5,111|—|—|—|

## Similar Plans

- [Energysage, INC](https://planprovider.pro/companies/energysage-inc-401k-plan) — 101 participants

- [Demand Science Group, LLC](https://planprovider.pro/companies/demand-science-group-401k-plan) — 101 participants

- [Heidelberg Engineering, INC.](https://planprovider.pro/companies/heidelberg-engineering-inc-401k-plan) — 101 participants

- [Joe Warren & Sons Co., INC.](https://planprovider.pro/companies/joe-warren-sons-co-inc-401k-plan) — 103 participants

- [Citizens Disability, LLC](https://planprovider.pro/companies/citizens-disability-llc-401k-plan) — 103 participants

- [Dgi Communications, LLC](https://planprovider.pro/companies/dgi-communications-llc-401k-plan) — 95 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cerence-operating-company-401k-plan)

© 2026 PlanProvider.Pro