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Form 5500 · Retirement plan · BURLINGTON, MA

CERENCE OPERATING COMPANY

The filing calls this plan CERENCE RETIREMENT PLAN.

CERENCE OPERATING COMPANY of BURLINGTON, MA's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 84-1730382 · plan 001 · plan year 2024, filed Sep 3, 2025

Participants at the start of the year
193
Contracts on file
1
Contract value
$664,747
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with NEW YORK LIFE INSURANCE COMPANY.

The contracts held $664,747 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
NEW YORK LIFE INSURANCE COMPANYAnnuity / GIC17December$664,747$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
CERENCE OPERATING COMPANY
EIN 84-1730382
STRATEGIC ADVISORS, INC.
ADVISOR · EIN 04-2654524
$5,677
paid directly by the plan
FIDELITY INVESTMENTS INSTITUTIONAL
RECORDKEEPER · EIN 04-2647786
$-1,567
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$36,862,864
Paid out in benefits
$6,755,477
Participants at the start of the year
193
Participants with account balances
166

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 04-3499945
CARON AND BLETZER, PLLC
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

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