How big is Certuity, LLC's plan?

Certuity, LLC's plan reported $3.6M in assets and 5 participants for 2024.

Original filing (PDF)20250909110032NAL0020180417001

Certuity, LLC

Name: Certuity, LLC — Certuity,Safe Harbor 401(k) Plan, Form 5500 (2024)
Creator: Certuity, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Certuity,Safe Harbor 401(k) Plan

401(k) retirement plan · Certuity, LLC's Certuity,Safe Harbor 401(k) Plan held $3.6M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Heather NOLL for TRPC signed Certuity, LLC's 2024 Form 5500 as plan administrator.

Heather NOLL for TRPC — 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

Certuity, LLC's EIN is 57-1190630.

EIN 57-1190630

Plan number 001

Plan year 2024

ACK ID 20250909110032NAL0020180417001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Certuity, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Certuity, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off