Robert SECO signed Cerity Partners Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cerity Partners Management LLC's EIN is 82-3417410.
Download the official 2024 Form 5500 (PDF) for Cerity Partners Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cerity Partners Management LLC'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 | $83K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Management & Research Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $33.0M | 25.2% | |
| JPMorgan Large Cap Growth Fund N/R | Other securities | — | — | $8.8M | 6.7% | |
| Vanguard Group VANGUARD TGT RMT 2030 INV FUND N/R | Mutual Funds | — | — | $8.5M | 6.5% | |
| Vanguard Group VANGUARD EXT MK INDEX ADM FD N/R | Mutual Funds | — | — | $6.9M | 5.3% | |
| Vanguard Group VANGUARD TGT RMT 2050 INV FUND N/R | Mutual Funds | — | — | $5.8M | 4.5% | |
| Vanguard Group VANGUARD TGT RMT 2045 INV FUND N/R | Mutual Funds | — | — | $5.3M | 4.1% | |
| Vanguard Group VANGUARD TGT RMT 2035 INV FUND N/R | Mutual Funds | — | — | $5.3M | 4.0% | |
| Vanguard Group VANGUARD DEV MKTS INDEX ADM N/R | Mutual Funds | — | — | $5.1M | 3.9% | |
| AMG Funds AMG GW&K SM/MD CAP I FD N/R | Other securities | — | — | $4.6M | 3.5% | |
| BNY Mellon BNYM DYNAMIC VALUE I FUND N/R | Other securities | — | — | $4.3M | 3.3% | |
| Vanguard Group VANGUARD TGT RMT 2025 INV FUND N/R | Mutual Funds | — | — | $3.8M | 2.9% | |
| Vanguard Group VANGUARD TGT RMT 2055 INV FUND N/R | Mutual Funds | — | — | $3.8M | 2.9% | |
| LORD ABBETT TL RET TR II BP FD WILMINGTON TRUST CO. · EIN 51-6521510 / PN 324 | Common Collective Trust | — | — | $3.4M | 2.6% | |
| Vanguard Group VANGUARD TGT RMT 2060 INV FUND N/R | Mutual Funds | — | — | $3.4M | 2.6% | |
| Vanguard Group VANGUARD TGT RMT 2065 INV FUND N/R | Mutual Funds | — | — | $3.2M | 2.4% | |
| FD Vanguard Group VANGUARD EMG MK STK IDX ADM FD N/R | Common Collective Trusts | — | — | $2.6M | 2.0% | |
| PIMCO STABLE INCOME FD CL 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $2.5M | 1.9% | |
| BlackRock HIGH YLD BOND K FUND N/R | Other securities | — | — | $2.1M | 1.6% | |
| Dodge and Cox Funds DODGE & COX INTL STOCK I FUND N/R | Mutual Funds | — | — | $2.0M | 1.6% | |
| Vanguard Group VANGUARD TGT RMT 2070 INV FUND N/R | Mutual Funds | — | — | $1.4M | 1.1% | |
| Baird SHORT TERM BOND INST FD N/R | Registered Investment Companies | — | — | $1.4M | 1.1% | |
| Company LLC JOHCM Funds JOHCM INTERNTL SELECT INS FUND N/R | Common Stocks | — | — | $1.4M | 1.1% | |
| DWS RREEF RE SECURITIES I FUND N/R | Other securities | — | — | $1.1M | 0.8% | |
| PIMCO Funds PIMCO INTL BOND (USD-HDG) I FD N/R | Mutual Funds | — | — | $870K | 0.7% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $793K | 0.6% | |
| PIMCO Funds PIMCO REAL RETURN INSTL FUND N/R | Mutual Funds | — | — | $606K | 0.5% | |
| Vanguard Group VANGUARD TGT RMT 2020 INV FUND N/R | Mutual Funds | — | — | $422K | 0.3% | |
| Vanguard Group VANGUARD TGT RMT INC INV FUND N/R | Mutual Funds | — | — | $189K | 0.1% |
