Cerris, Inc. 401 K Profit Sharing Plan
Sponsored by Cerris, Inc. · EIN 363740049 · Plan #001
- Total assets
- $85.1M
- Net assets
- $85.1M
- Active participants
- 712
- With balances
- 949
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
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 | $176,148 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $54,608 |
| Erp National Llc | Claims processing, Direct payment from the plan, Other fees | $6,622 |
| Mml Investors Services Llc | Investment advisory (plan), Other fees | $0 |
| Mmlis | Other commissions | $0 |