Plan Snapshot
- Plan Sponsor: Certus Pest, INC.
- Sponsor EIN: 834381920
- Sponsor Address: 4630 WOODLAND CORPORATE BLVD, TAMPA, FL, 34609
- Plan Type: 401(k)
- Total Participants: 508
- Total Assets: $11.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 508 | $11.2M | $887,493 | $1.5M |
| 2023 | 456 | $8.7M | $966,314 | $1.5M |
| 2022 | 470 | $6.8M | $1.1M | $1.5M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $86,449 | — | $86,449 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,449
- Estimated Expense Ratio: 0.770% 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 | $86,449 | — | $86,449 | — | — |
| 2023 | $55,444 | $22,896 | — | — | — |
| 2022 | $56,822 | — | — | — | — |