· 2022–2024 · DOL EFAST2

CERTIS ACTUARIAL SOLUTIONS, LLC — CERTIS ACTUARIAL SOLUTIONS 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250701081557NAL0029100418001

CERTIS ACTUARIAL SOLUTIONS, LLC

Form 5500-SF

FILING_RECEIVED

CERTIS ACTUARIAL SOLUTIONS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$380K

Net assets (EOY)

$380K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CERTIS ACTUARIAL SOLUTIONS, LLC

EIN

88-4105562

Address

PO BOX 8606 · MADEIRA BEACH, FL · 33738

Phone

(480) 550-8820

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

PROSPER HOTELS LLC

PROSPER HOTELS 401(K) PLAN

$380K · 18 participants

REGEDGE LLC 401K PLAN

$380K · 6 participants

SPOHN DESIGN, INC.

SPOHN DESIGN, INC. 401(K) PROFIT SHARING PLAN

$380K · 2 participants

COMPLETE HEALTH MANAGEMENT COR

COMPLETE HEALTH MANAGEMENT COR 401(K) PROFIT SHARING PLAN & TRUST

$380K · 43 participants

JETPACK GROUP LTD

JETPACK GROUP LTD RETIREMENT TRUST

$380K · 7 participants