Cerity Partners 401(k) Plan
Sponsored by Cerity Partners Management Llc · EIN 823417410 · Plan #001
- Total assets
- $131M
- Net assets
- $131M
- Active participants
- 1,146
- With balances
- 1,163
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $83,351 |