401k Record

Providers › Cerity Partners LLC

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.

Services reported

Service codeMeaningPlans
26Investment advisory (participants)18
50Direct payment from the plan17
27Investment advisory (plan)5
51Investment management fees paid directly by plan2
70Consulting fees2
28Investment management1
99Other fees1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
United Airlines Pilot Retirement Account PlanUnited Airlines $16,835,964,45220,025$85,503
Schwabplan Retirement Savings and Investment PlanSchwab Charles $8,932,117,60543,060$23,590
Humana Retirement Savings PlanHumana $7,706,147,01560,365$32,783
Jetblue Airways Retirement PlanJetblue Airways $5,447,050,37826,861$14,158
Latham & Watkins 401(k) Savings and Profit Sharing PlanLatham & Watkins $3,071,147,9418,020$20,808
Kirkland & Ellis LLP Defined Contribution 401(k) Savings PlanKirkland & Ellis $2,671,449,1789,178$7,841
Netjets Aviation, Inc. 401(k) Retirement PlanNetjets Aviation $2,464,050,6404,511$26,803
Sidley Austin LLP Savings and Investment PlanSidley Austin $1,932,030,7185,876$48,980
Foley & Lardner LLP Defined Contribution Retirement PlanFoley & Lardner $1,700,727,4433,143$6,347
Gibson, Dunn & Crutcher LLP Retirement PlanGibson Dunn & Crutcher $1,456,731,2293,990$43,109
Cooley LLP Salary Deferral and Profit Sharing PlanCooley $1,317,917,9604,021$30,732
Orrick, Herrington & Sutcliffe LLP Retirement PlanOrrick Herrington & Sutcliffe $1,177,090,7732,986$473,951
Katten Muchin Rosenman LLP Defined Contribution PlanKatten Muchin Rosenman $793,329,8421,957$0
Spencer Stuart Retirement Benefits PlanSSI (U.S.) Inc. DBA Spencer Stuart $633,133,6831,470$15,549
Eversheds Sutherland (US) LLP Retirement Plan aEversheds Sutherland (US) $437,588,8181,169$8,896
Proskauer Rose LLP Savings Plan for Staff and PartnersProskauer Rose $394,060,729984$64,350
Page Southerland Page 401(k) PlanPage Southerland Page $241,675,7031,900$11,068
Solairus Aviation 401(k) PlanSunset Aviation LLC DBA Solairus Aviation $183,864,5291,249$5,492
Musick, Peeler & Garrett LLP Employee Asset Accumulation ProgramMusick Peeler & Garrett $136,733,975238$53,895
Keker, Van Nest & Peters LLP Retirement PlanKeker Van Nest & Peters $118,470,971196$117,215
Atlantic Dental Care 401(k) Profit Sharing PlanAtlantic Dental Care $89,231,948798$2,406
Atlantic Anesthesia, Inc. 401(k) PlanAtlantic Anesthesia $51,938,580169$61,792
Lee & Mason Financial Services, Inc. 401(k) PlanLee & Mason Financial Services $28,903,277191$10,991
Nextier Retirement Savings PlanNextier Bank $27,140,421362$7,413
Little City Foundation 401(k) PlanLittle City Foundation $14,540,305423$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.