Evonne McCabe-Brown signed Certis U.S.A., L.L.C.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Certis U.S.A., L.L.C.'s EIN is 52-2305877.
Download the official 2025 Form 5500 (PDF) for Certis U.S.A., L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Certis U.S.A., L.L.C.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $4.5M | 18.4% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $3.8M | 15.5% | |
| Principal Guaranteed Option | Other securities | — | — | $3.3M | 13.6% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $2.6M | 10.7% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $1.8M | 7.5% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.4M | 5.9% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.4M | 5.6% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.3M | 5.4% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.1M | 4.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $663K | 2.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $659K | 2.7% | |
| Fidelity Small Cap Index Fund 646 JP Morgan JPMorgan Large Cap Growth Fund | Common Collective Trusts | — | — | $571K | 2.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $278K | 1.1% | |
| with Various Maturity Dates | Other securities | — | — | $242K | 1.0% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $152K | 0.6% | |
| MFS INTL EQUITY CIT CLASS CT GREAT GRAY TRUST COMPANY · EIN 38-7275347 / PN 784 | Common Collective Trust | — | — | $146K | 0.6% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $138K | 0.6% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $122K | 0.5% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $105K | 0.4% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $77K | 0.3% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $15K | <0.1% | |
| Fidelity Total Bond K6 Fund | Mutual Funds | — | — | $12K | <0.1% | |
| MASSMUTUAL SM CP GWTH EQ CT FD GREAT GRAY TRUST COMPANY · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $12K | <0.1% | |
| Carrillon Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
