How big is Certior Financial Group, LLC's plan?

Certior Financial Group, LLC's plan reported $3.2M in assets and 7 participants for 2025.

Original filing (PDF)20260521124858NAL0002592977001

Certior Financial Group, LLC

Name: Certior Financial Group, LLC — Certior Financial, Form 5500 (2025)
Creator: Certior Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Certior Financial Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Certior Financial Group, LLC's Certior Financial Group, LLC 401(k) Profit Sharing Plan held $3.2M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

AVI Kantor signed Certior Financial Group, LLC's 2025 Form 5500 as plan administrator.

AVI Kantor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Certior Financial Group, LLC's EIN is 27-0789383.

EIN 27-0789383

Plan number 001

Plan year 2025

ACK ID 20260521124858NAL0002592977001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Certior Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Certior Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CERTIOR FINANCIAL GROUP, LLC.

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Plan health score

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

Vendor & structure

100

Helping the score