Plan Snapshot
- Plan Sponsor: Certara Usa, INC.
- Sponsor EIN: 510625438
- Sponsor Address: 4 RADNOR CORPORATE CENTER SUITE 350, RADNOR, PA, 19087
- Plan Type: 401(k)
- Total Participants: 568
- Total Assets: $99.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 568 | $99.8M | $2.9M | $8.8M |
| 2023 | 543 | $86.1M | $2.7M | $7.4M |
| 2022 | 397 | $67.7M | $2.3M | $6.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $75,793 | — | $75,793 |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | INVESTMENT ADVISOR | $56,950 | — | $56,950 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $7,360 | — | $7,360 |
| SCHMERSAHL TRELOAR & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHMERSAHL TRELOAR & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,103
- Estimated Expense Ratio: 0.140% 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 | $140,103 | $64,310 | — | — | — |
| 2023 | $129,281 | $3,426 | — | — | — |
| 2022 | $177,051 | $149,219 | $21,677 | — | — |