Plan Snapshot
- Plan Sponsor: Certus Financial LLC
- Sponsor EIN: 271315084
- Sponsor Address: 601 CARLSON PARKWAY SUITE 1140, HOPKINS, MN, 553051839
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $768,044
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|
| 2023 | 3 | $768,044 | $0 | $18,590 |
| 2022 | 3 | $635,499 | $0 | $49,281 |