Plans listing this provider
18
0.03% of the 56,420 plans with Schedule H financials; 15 in 2023
Providers › Cerity Partners
Cerity Partners
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $896,403
Assets of those plans
$845,902,805
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$896,403
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 17 |
| 50 | Direct payment from the plan | 13 |
| 17 | Consulting (pension) | 5 |
| 26 | Investment advisory (participants) | 5 |
| 31 | Named fiduciary | 4 |
| 38 | Participant communication | 4 |
| 70 | Consulting fees | 4 |
| 72 | Other investment fees and expenses | 4 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Rush Copley Medical Center Employees' Savings Plan | Rush Copley Medical Center | $312,826,330 | 2,517 | $170,200 |
| Buchalter 401(k) Plan | Buchalter a Professional | $209,278,095 | 0 | $18,290 |
| Academy of Art University 401(k) Retirement Plan | Stephens Institute DBA Academy of Art University | $85,648,422 | 802 | $145,900 |
| Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(k) Plan | Flaherty Sensabaugh & Bonasso P.L.L.C | $49,524,948 | 98 | $33,407 |
| Acero 401(k) Plan | Acero Schools | $25,269,201 | 571 | $78,879 |
| Schmitt-sussman Enterprises, Inc. 401(k) Plan | Schmitt-sussman Enterprises Inc. DBA PFP Services | $22,954,211 | 252 | $97,513 |
| University of Kentucky Federal Credit Union 401(k) Retirement Plan | U of Kentucky Federal Credit Union | $21,924,087 | 315 | $61,674 |
| Moss Bros. Auto Group, Inc. 401(k) Profit Sharing Plan | Moss Bros. Auto Group | $17,774,926 | 606 | $64,353 |
| CION 401(k) Savings Plan | ICON Investment Group | $16,617,615 | 136 | $31,167 |
| Islands Restaurants 401(k) Plan | Islands Restaurants | $15,250,621 | 320 | $63,253 |
| M & J Wilkow Profit Sharing & 401(k) Plan | M & J Wilkow | $15,026,364 | 160 | $34,375 |
| IP Services 401(k) Profit Sharing Plan | IP Services | $11,933,153 | 110 | $5,816 |
| Schumacher Electric Corporation Employees Retirement Plan | Schumacher Electric | $11,299,650 | 170 | $30,000 |
| San Luis Obispo County Farm Supply 401(k) Profit Sharing Plan | San Luis Obispo County Farm Supply | $10,465,236 | 150 | $14,078 |
| Neat Companies 401(k) Plan | Neat & Wilson | $9,377,556 | 125 | $5,510 |
| R.A.S. Logistics LLC Retirement Plan | R.A.S. Logistics | $4,206,947 | 212 | $19,559 |
| Don Schumacher Racing Corp. 401(k) Retirement Plan | Don Schumacher Racing | $4,037,401 | 165 | $12,429 |
| Titan 401(k) Plan | Titan Health Management Solutions | $2,488,042 | 128 | $10,000 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.