Plans listing this provider
64
0.11% of the 56,420 plans with Schedule H financials; 47 in 2023
Providers › Cerity Partners Retirement Plan
Cerity Partners Retirement Plan
- Service provider, as named on Schedule C
- EIN 352467663
- Plan year 2024
- Direct compensation reported $2,441,481
Assets of those plans
$4,011,740,568
0.05% of all Schedule H plan assets
Plans where it is the recordkeeper
10
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,441,481
92% 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) | 38 |
| 99 | Other fees | 15 |
| 50 | Direct payment from the plan | 14 |
| 15 | Recordkeeping and information management | 10 |
| 21 | Trustee (bank, trust company or similar) | 10 |
| 49 | Other services | 10 |
| 64 | Recordkeeping fees | 10 |
| 16 | Consulting (general) | 6 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Huron Consulting Group Retirement Savings Plan | Huron Consulting Group | $1,098,727,024 | 6,569 | $89,306 |
| Galderma Services, Inc. Employees' 401(k) and Employer Contribution Plan | Galderma Services | $423,796,523 | 1,789 | $70,413 |
| Southern Illinois Healthcare Retirement Savings Plan | Southern Illinois Hospital Services | $399,301,311 | 5,046 | $58,825 |
| Doctors Hospital at Renaissance 401(k) Plan | Doctors Hospital at Renaissance | $210,190,526 | 7,113 | $62,507 |
| Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan | Marshall Gerstein & Borun | $160,132,781 | 254 | $38,676 |
| Clyde & Co US LLP 401(k) Plan | Clyde & Co US | $136,327,160 | 918 | $46,500 |
| Rumberger, Kirk & Caldwell, Professional Association Profit Sharing Plan | Rumberger Kirk & Caldwell Professional Association | $92,324,765 | 265 | $47,528 |
| Tower Federal Credit Union Savings Plan | Tower Federal Credit Union | $91,748,802 | 822 | $47,846 |
| Isco Industries Inc. Retirement Savings Plan | Isco Industries | $90,569,387 | 785 | $69,882 |
| Deutsch Family Wine & Spirits 401(k) Savings Plan | W.J. Deutsch & Sons Ltd. DBA Deutsch Family | $87,391,590 | 474 | $47,489 |
| Alloya Corporate Federal Credit Union Savings Retirement Plan | Alloya Corporate Federal Credit Union | $74,573,408 | 293 | $51,606 |
| Jurgensen Companies Salaried Retirement Plan | John R. Jurgensen & Associated Companies | $67,641,459 | 224 | $31,622 |
| Issi 401(k) Plan | Integrated Silicon Solution | $56,551,565 | 113 | $79,459 |
| Ware Malcomb 401(k) Plan | Ware Malcomb | $53,714,019 | 560 | $98,778 |
| Rapid Response Monitoring Services, Inc. 401(k) Plan | Rapid Response Monitoring Services | $49,535,720 | 960 | $62,656 |
| Scaled Composites, LLC Incentive Savings Plan | Scaled Composites | $48,902,294 | 369 | $80,931 |
| Suncast Corporation Savings and Investment Plan | Suncast | $47,542,376 | 428 | $52,659 |
| Optim Orthopedics, LLC 401(k) Profit Sharing Planrecordkeeper | Optim Orthopedics | $46,285,818 | 360 | $8,606 |
| Hutson Inc. 401(k) Profit Sharing Planrecordkeeper | Hutson | $42,115,149 | 840 | $86,623 |
| American Health Care Association 401(k) and Discretionary Defined Contribution Plan | American Health Care Association | $39,303,444 | 142 | $27,040 |
| Symetri 401(k) Plan | Microdesk | $37,723,850 | 519 | $63,901 |
| Family Allergy & Asthma Safe Harbor 401(k) Plan | Family Allergy MSO | $37,244,098 | 395 | $56,571 |
| V-soft Consulting Group Retirement Plan | V-soft Consulting Group | $36,968,362 | 856 | $42,811 |
| Hines Corporation 401(k) Plan | Hines | $33,155,076 | 418 | $27,318 |
| Fox Valley Fire & Safety Co., Inc. 401(k) Plan | Fox Valley Fire & Safety | $30,039,497 | 448 | $41,289 |
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.