RETIREMENT INCOME SECURITY PLAN-CERTIS CAPITAL MANAGEMENT, INC.
401(k) retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$292K
Net assets (EOY)
$292K
Plan health score
91
/ 100
Grade A
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
68
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CERTIS CAPITAL MANAGEMENT, INC..
Plan sponsor
Name
CERTIS CAPITAL MANAGEMENT, INC.
EIN
20-3363319
Address
801 GARDEN STREET · SUITE 300 · SANTA BARBARA, CA · 93101
