Cerity Partners Retirement Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

483

Total plan assets

$140.6M

Filings (rows)

Direct comp

$36K

Indirect comp

Showing only "CERITY PARTNERS RETIREMENT ADVISORS"

View all 17 variants aggregated →

CERITY PARTNERS188 CERITY PARTNERS RETIREMENT PLAN59 CERITY PARTNERS RETIREMENT PLAN ADV40 CERITY PARTNERS RETIREMENT SERVICES16 CERITY PARTNERS RETIREMENT13 CERITY PARTNERS RETIREMENT PLAN AD7 CERITY PARTNERS RETIREMENT PLA

SERVICES PROVIDED

Advisor / Consultant1

Investment manager1

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Marshall, Gerstein & Borun LLP Marshall, Gerstein & Borun LLP Salary Savings & Profit Sharing Plan · all filings	CHICAGO, IL	Advisor / Consultant	167	$113.4M	$29K	$0
Nextier Bank, N.A. Nextier Retirement Savings Plan · all filings	BUTLER, PA	Investment manager	316	$27.1M	$7K	$0