# Certara Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/certara-usa-inc-401k-plan

> Certara Usa, INC.'s 401(k) plan: 568 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/schmersahl-treloar-and-co-pc) — 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|—|—|

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