Cerity Partners Pooled Employer Plan
Sponsored by Americantcs Fiduciary Services, Llc · EIN 932789379 · Plan #016
- Total assets
- $3.7M
- Net assets
- $3.7M
- Active participants
- 524
- With balances
- 360
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $20,717 |
| Cerity Partners Retirement Plan Adv | Investment advisory (participants), Investment advisory (plan), Investment management | $18,282 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Securities brokerage | $1,499 |