Sertifi Plan
Sponsored by Sertifi · EIN 201017995 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 127
- With balances
- 134
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morningstar | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $16,751 |
| Decimal, Inc. | Plan administrator, Recordkeeping, Direct payment from the plan | $11,415 |