# Cerity Partners Management LLC DC Plan
Source: https://planprovider.pro/companies/cerity-partners-management-llc-plan-001

> Cerity Partners Management LLC's DC plan: 1,146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cerity Partners Management LLC

- **Sponsor EIN:** 823417410

- **Sponsor Address:** 601 S FIGUEROA ST, LOS ANGELES, CA, 900175783

- **Plan Type:** DC

- **Total Participants:** 1,146

- **Total Assets:** $130.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,146|$130.8M|$6.3M|$15.6M|

| 2023|896|$90.2M|$5.0M|$12.7M|

| 2022|478|$47.0M|$2.5M|$6.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$83,351|—|$83,351|

| BAKER TILLY, US LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $83,351

- **Estimated Expense Ratio:** 0.064% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$83,351|—|$83,351|—|—|

| 2023|$63,391|—|$63,391|—|—|

| 2022|$41,968|—|$41,968|—|—|

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