Celartem, Inc. DBA Extensis 401(k) match, vesting and fees
What Celartem, Inc. DBA Extensis' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Hoffman, Stewart & Schmidt, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,508 defined-contribution plans in information with 100 to 499 participants.
| Celartem, Inc. DBA Extensis: employer contribution per participant | $1,640 | |
| Peer median | $2,188 |
| Celartem, Inc. DBA Extensis: average balance | $187,903 | |
| Peer median | $63,883 |
| Celartem, Inc. DBA Extensis: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $19.4M at the end of plan year 2021 to $19M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 105 | $19M | $166K | $1,640 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 117 | $16.3M | $155K | $1,495 | 0.37% | Not published | Form 5500 ↗ |
| 2022 | 127 | $15.5M | $182K | $1,622 | 0.35% | Not published | Form 5500 ↗ |
| 2021 | 130 | $19.4M | $27K | $234 | 0.35% | Not published | Form 5500 ↗ |
Common questions
Does Celartem, Inc. DBA Extensis match 401(k) contributions?
The match terms for the Celartem, Inc. DBA Extensis 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $166K in employer contributions, about $1,640 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Celartem, Inc. DBA Extensis 401(k) match vested?
The vesting schedule for the Celartem, Inc. DBA Extensis 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Celartem, Inc. DBA Extensis 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Celartem, Inc. DBA Extensis.
I left Celartem, Inc. DBA Extensis. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Celartem, Inc. DBA Extensis, (503) 290-7526) or the recordkeeper, The Vanguard Group, Inc.. The Celartem, Inc. DBA Extensis old 401(k) page lists the contacts from every plan filing. Find an old Celartem, Inc. DBA Extensis 401(k)
Data from the public Form 5500 annual reports Celartem, Inc. DBA Extensis filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Celartem, Inc. DBA Extensis. Not financial advice. Report a correction · Methodology