# Certus Financial LLC 401(k) Plan
Source: https://planprovider.pro/companies/certus-financial-llc-401k-plan

> Certus Financial LLC's 401(k) plan: 3 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|

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