Serena Filson signed Certara USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Certara USA, Inc.'s EIN is 51-0625438.
Download the official 2024 Form 5500 (PDF) for Certara USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Certara USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $76K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NT COL SANDP 500 IDX FD - DC - NL - NORTHERN FUNDS · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $17.7M | 17.8% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund N/A | Mutual Funds | — | — | $8.5M | 8.5% | |
| JP Morgan Large Cap Growth R6 Mutual Fund N/A | Other securities | — | — | $8.0M | 8.0% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund N/A | Mutual Funds | — | — | $7.3M | 7.3% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund N/A | Mutual Funds | — | — | $6.7M | 6.8% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund N/A | Mutual Funds | — | — | $6.6M | 6.6% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund N/A | Mutual Funds | — | — | $4.9M | 4.9% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund N/A | Mutual Funds | — | — | $4.2M | 4.2% | |
| JP Morgan Equity Income Fund Mutual Fund N/A | Other securities | — | — | $4.2M | 4.2% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund N/A | Mutual Funds | — | — | $4.2M | 4.2% | |
| EXT Equity Market Index Fund Common Collective Trust N/A | Common Collective Trusts | — | — | $4.0M | 4.0% | |
| NT COL EXT EQ MKT IDX FD - DC - NL NORTHERN FUNDS · EIN 45-6138589 / PN 000 | Common Collective Trust | — | — | $4.0M | 4.0% | |
| SAGIC Diversified Bond Contract Value N/A | Other securities | — | — | $3.2M | 3.2% | |
| NT COL AGG BOND INDEX FUND - NL - 4 NORTHERN FUNDS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $2.7M | 2.7% | |
| NT COL ACWI EX-US IMI FD - DC - NL NORTHERN FUNDS · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $2.7M | 2.7% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $2.5M | 2.5% | |
| Fidelity Total Bond K6 Mutual Fund N/A | Mutual Funds | — | — | $2.4M | 2.4% | |
| Invesco Discovery Fund Mutual Fund N/A | Mutual Funds | — | — | $2.4M | 2.4% | |
| Vanguard Target Retirement Income Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 1.5% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund N/A | Mutual Funds | — | — | $1.3M | 1.3% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund N/A | Mutual Funds | — | — | $1.3M | 1.3% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $1.1M | 1.1% | |
| American Beacon Small Cap Value R6 Mutual Fund N/A | Other securities | — | — | $955K | 1.0% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $608K | 0.6% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund N/A | Mutual Funds | — | — | $353K | 0.4% | |
| PGIM Total Return Bd Fd Mutual Fund N/A 146 * Vanguard GNMA Fund Mutual Fund N/A 104 Notes Receivable from Participants Interest rates ranging from 4.25% - 9.50% N/A | Agency / Mortgage-Backed | — | — | $201K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund N/A | Mutual Funds | — | — | $186K | 0.2% | |
| MassMutual US Government Mny Mkt Fd Mutual Fund N/A | Other securities | — | — | $94K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| RALEIGH, NC |
| INVESTMENT ADVISOR |
| $57K |
| — |
