Plans listing this provider
27
0.05% of the 56,420 plans with Schedule H financials; 22 in 2023
Providers › Cerity Partners LLC
Plans listing this provider
27
0.05% of the 56,420 plans with Schedule H financials; 22 in 2023
Assets of those plans
$57,882,939,478
0.74% 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
$1,246,309
96% 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.
| Service code | Meaning | Plans |
|---|---|---|
| 26 | Investment advisory (participants) | 18 |
| 50 | Direct payment from the plan | 17 |
| 27 | Investment advisory (plan) | 5 |
| 51 | Investment management fees paid directly by plan | 2 |
| 70 | Consulting fees | 2 |
| 28 | Investment management | 1 |
| 99 | Other fees | 1 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $85,503 |
| Schwabplan Retirement Savings and Investment Plan | Schwab Charles | $8,932,117,605 | 43,060 | $23,590 |
| Humana Retirement Savings Plan | Humana | $7,706,147,015 | 60,365 | $32,783 |
| Jetblue Airways Retirement Plan | Jetblue Airways | $5,447,050,378 | 26,861 | $14,158 |
| Latham & Watkins 401(k) Savings and Profit Sharing Plan | Latham & Watkins | $3,071,147,941 | 8,020 | $20,808 |
| Kirkland & Ellis LLP Defined Contribution 401(k) Savings Plan | Kirkland & Ellis | $2,671,449,178 | 9,178 | $7,841 |
| Netjets Aviation, Inc. 401(k) Retirement Plan | Netjets Aviation | $2,464,050,640 | 4,511 | $26,803 |
| Sidley Austin LLP Savings and Investment Plan | Sidley Austin | $1,932,030,718 | 5,876 | $48,980 |
| Foley & Lardner LLP Defined Contribution Retirement Plan | Foley & Lardner | $1,700,727,443 | 3,143 | $6,347 |
| Gibson, Dunn & Crutcher LLP Retirement Plan | Gibson Dunn & Crutcher | $1,456,731,229 | 3,990 | $43,109 |
| Cooley LLP Salary Deferral and Profit Sharing Plan | Cooley | $1,317,917,960 | 4,021 | $30,732 |
| Orrick, Herrington & Sutcliffe LLP Retirement Plan | Orrick Herrington & Sutcliffe | $1,177,090,773 | 2,986 | $473,951 |
| Katten Muchin Rosenman LLP Defined Contribution Plan | Katten Muchin Rosenman | $793,329,842 | 1,957 | $0 |
| Spencer Stuart Retirement Benefits Plan | SSI (U.S.) Inc. DBA Spencer Stuart | $633,133,683 | 1,470 | $15,549 |
| Eversheds Sutherland (US) LLP Retirement Plan a | Eversheds Sutherland (US) | $437,588,818 | 1,169 | $8,896 |
| Proskauer Rose LLP Savings Plan for Staff and Partners | Proskauer Rose | $394,060,729 | 984 | $64,350 |
| Page Southerland Page 401(k) Plan | Page Southerland Page | $241,675,703 | 1,900 | $11,068 |
| Solairus Aviation 401(k) Plan | Sunset Aviation LLC DBA Solairus Aviation | $183,864,529 | 1,249 | $5,492 |
| Musick, Peeler & Garrett LLP Employee Asset Accumulation Program | Musick Peeler & Garrett | $136,733,975 | 238 | $53,895 |
| Keker, Van Nest & Peters LLP Retirement Plan | Keker Van Nest & Peters | $118,470,971 | 196 | $117,215 |
| Atlantic Dental Care 401(k) Profit Sharing Plan | Atlantic Dental Care | $89,231,948 | 798 | $2,406 |
| Atlantic Anesthesia, Inc. 401(k) Plan | Atlantic Anesthesia | $51,938,580 | 169 | $61,792 |
| Lee & Mason Financial Services, Inc. 401(k) Plan | Lee & Mason Financial Services | $28,903,277 | 191 | $10,991 |
| Nextier Retirement Savings Plan | Nextier Bank | $27,140,421 | 362 | $7,413 |
| Little City Foundation 401(k) Plan | Little City Foundation | $14,540,305 | 423 | $7,360 |
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.