Plan Snapshot
- Plan Sponsor: Certilytics, INC.
- Sponsor EIN: 464458973
- Sponsor Address: 9200 SHELBYVILLE ROAD, LOUISVILLE, KY, 40222
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 85 | $14.1M | $199,509 | $1.1M |
| 2023 | 107 | $13.2M | $263,549 | $1.3M |
| 2022 | 101 | $10.4M | $214,044 | $1.1M |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $39,316 | $13,757 | $25,559 | — | — |
| 2023 | $33,850 | $11,355 | $22,495 | — | — |
| 2022 | $33,092 | $6,063 | $25,202 | — | $1,827 |