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Original filing (PDF)20250826135940NAL0017231826001
CERTIS U.S.A., L.L.C.
Form 5500
FILING_RECEIVED
CERTIS BIOLOGICALS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
168
Accounts w/ balance
198
Plan assets (EOY)
$23.1M
Net assets (EOY)
$23.1M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CERTIS U.S.A., L.L.C..
Plan sponsor
Name
CERTIS U.S.A., L.L.C.
EIN
52-2305877
Address
9145 GUILFORD RD SUITE 175 · COLUMBIA, MD · 210461952
Phone
(301) 483-3802
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
Investments
24 direct securities· $23.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | — | — | — | $4.0M | 17.1% | |
| Principal Guaranteed Option | — | — | — | $3.6M | 15.3% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $3.0M | 13.1% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $2.5M | 10.7% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.6M | 6.9% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1.5M | 6.6% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.2M | 5.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $1.0M | 4.5% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $998K | 4.3% | |
| Fidelity 500 Index Fund | — | — | — | $892K | 3.9% | |
| JP Morgan JPMorgan Large Cap Growth Fund | — | — | — | $841K | 3.6% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $634K | 2.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $243K | 1.1% | |
| American Funds American Mutual Fund | — | — | — | $240K | 1.0% | |
| Fidelity Mid Cap Index Fund | — | — | — | $200K | 0.9% | |
| Fidelity Total Bond K6 Fund | — | — | — | $162K | 0.7% | |
| Fidelity US Bond Index | — | — | — | $111K | 0.5% | |
| with Various Maturity Dates | — | — | — | $103K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $98K | 0.4% | |
| Mass Mutual MassMutual - MassMutual Small Cap Growth | — | — | — | $69K | 0.3% | |
| Fidelity Small Cap Index Fund | — | — | — | $58K | 0.3% | |
| EuroPacific Growth Fund 148 Fidelity Total International Index Fund | — | — | — | $56K | 0.2% | |
| Carrillon Carillon Eagle Mid Cap Growth Fund | — | — | — | $15K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $8K | <0.1% |
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