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Original filing (PDF)20250918174855NAL0000776755001
CERTUS PEST, INC.
Form 5500
FILING_RECEIVED
CERTUS PEST, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
~77 bps in Sched C feesNo recordkeeper disclosed
Active participants
508
Accounts w/ balance
388
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
15 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 77 bps in Schedule C fees — 165% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CERTUS PEST, INC..
Plan sponsor
Name
CERTUS PEST, INC.
EIN
83-4381920
Address
4630 WOODLAND CORPORATE BLVD · SUITE 160 · TAMPA, FL · 34609
Phone
(321) 800-2463
Industry
Admin Support & Waste Mgmtsee 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
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $86K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
18 direct securities · 15 pooled funds· $11.2M(100% of reported assets)
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.
Common Collective Trust
$10.4M
14 holdings
Uncategorized
$776K
18 holdings
Pooled Separate Account
$101K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.7M | 15.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.5M | 13.3% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.3M | 11.6% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.3M | 11.4% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.3M | 11.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.1M | 9.6% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.0M | 9.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $696K | 6.2% | |
| Participant loans (interest rate range 5.25% - 10.5%) | — | — | — | $288K | 2.6% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $254K | 2.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $232K | 2.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $202K | 1.8% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $101K | 0.9% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $70K | 0.6% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $48K | 0.4% | |
| BlackRock High Yield Portfolio Registered Investment Company | — | — | — | $40K | 0.4% | |
| Fidelity International Index Fund Registered Investment Company | — | — | — | $24K | 0.2% | |
| New Perspective Fund Registered Investment Company | — | — | — | $20K | 0.2% | |
| (E) | — | — | — | $17K | 0.1% | |
| T. Rowe Price Overseas Stock I Fund Registered Investment Company | — | — | — | $17K | 0.1% | |
| Goldman Sachs Emerging Markets Equity Fund Registered Investment Company | — | — | — | $14K | 0.1% | |
| JPMorgan Large Cap Value Fund Registered Investment Company | — | — | — | $11K | <0.1% | |
| JPMorgan Core Bond Fund Registered Investment Company | — | — | — | $10K | <0.1% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $8K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $7K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund Registered Investment Company | — | — | — | $6K | <0.1% | |
| Hartford Small Cap Growth Fund Registered Investment Company | — | — | — | $5K | <0.1% | |
| Janus Henderson Enterprise Fund Registered Investment Company | — | — | — | $4K | <0.1% | |
| Columbia Strategic Income Fund Registered Investment Company | — | — | — | $4K | <0.1% | |
| Allspring Special Mid Cap Value Fund Registered Investment Company | — | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $3K | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| Goldman Sachs Small Cap Value Insights Fund Registered Investment Company | — | — | — | $2K | <0.1% |
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