Plan Snapshot
- Plan Sponsor: Certus Financial LLC
- Sponsor EIN: 271315084
- Sponsor Address: 601 CARLSON PKWY STE 1140, HOPKINS, MN, 553055220
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 6
- Total Assets: $1.3M
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. |
|---|
| 2025 | 6 | $1.3M | $0 | $0 |
| 2023 | 3 | $768,044 | $0 | $18,590 |
| 2022 | 3 | $635,499 | $0 | $49,281 |