Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Cerity Partners Retirement Plan
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 79 retirement plans with 100 or more participants reported paying Cerity Partners Retirement Plan $5,000 or more. Those plans cover 74,061 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $3.3M. Per plan, the median was $82.11 per participant, with the middle half of plans between $39.07 and $141. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Illinois (16), Kentucky (16) and California (12).
In 2018 it appeared on 13 such filings; in 2024, 81. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $39.07 | $82.11 | $141 |
| Compensation as a share of plan net assets | 0.05% | 0.12% | 0.22% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Doctors Hospital at Renaissance 401(k) Plan | Doctors Hospital at Renaissance | TX | 7,113 | $210M | $63K |
| The Architect Retirement PEP | The Finway Group | IA | 6,773 | $146M | $16K |
| Huron Consulting Group Retirement Savings Plan | Huron Consulting Group Inc. | IL | 6,721 | $1.10B | $89K |
| Southern Illinois Healthcare Retirement Savings Plan | Southern Illinois Hospital Services | IL | 5,162 | $399M | $59K |
| Sip 401(k) Plan | Sip Vegetation Management Holdings, LLC | VA | 4,744 | $14.4M | $45K |
| Orrick, Herrington & Sutcliffe LLP Retirement Plan | Orrick, Herrington & Sutcliffe LLP | WV | 3,040 | $1.18B | $50K |
| Zelis Healthcare 401(k) Retirement Plan | Zelis Healthcare, LLC | NJ | 2,730 | $172M | $8,868 |
| Stanley Electric Associates 401(k) Plan | Stanley Electric Holding Company of America | OH | 2,299 | $187M | $26K |
| Harbor Group Management Co. 401(k) Plan | Harbor Group Management Co. | VA | 1,844 | $54.8M | $99K |
| Galderma Services, Inc. Employees' 401(k) and Employer Contribution Plan | Galderma Services, Inc. | TX | 1,819 | $424M | $70K |
| Morris Hospital & Healthcare Centers Internal Revenue Code Section 403(b) Tax Deferred Annuity Plan | Morris Hospital & Healthcare Centers | IL | 1,757 | $119M | $95K |
| Rollins College Retirement Plan | Rollins College | FL | 1,478 | $218M | $88K |
| Rapid Response Monitoring Services, Inc. 401(k) Plan | Rapid Response Monitoring Services, Inc. | NY | 1,176 | $49.5M | $63K |
| Green Dot Public Schools 401(k) Plan | Green Dot Public Schools California | CA | 1,100 | $22.3M | $21K |
| American Textile Company, Inc. 401(k) Plan | American Textile Company, Inc. | PA | 977 | $24.1M | $56K |
| Qsi, Inc. 401(k) Profit Sharing Plan | Qsi, Inc. | KY | 951 | $28.0M | $40K |
| Clyde & Co. US LLP 401(k) Plan | Clyde & Co. US LLP | NY | 931 | $136M | $47K |
| V-Soft Consulting Group Retirement Plan | V-Soft Consulting Group | KY | 915 | $37.0M | $43K |
| Storer Transportation Service, Inc. Profit Sharing 401(k) Plan | Storer Transportation Service, Inc. | CA | 911 | $20.8M | $0 |
| Hutson Inc. 401(k) Profit Sharing Plan | Hutson Inc. | KY | 888 | $42.1M | $87K |
| Cci Systems, Inc. 401(k) Plan | Cci Systems, Inc. | MI | 838 | $31.2M | $22K |
| Tower Federal Credit Union Savings Plan | Tower Federal Credit Union | MD | 837 | $91.7M | $48K |
| Isco Industries Inc. Retirement Savings Plan | Isco Industries, Inc. | KY | 834 | $90.6M | $70K |
| Hosparus Inc. 401(k) Plan | Hosparus, Inc. | KY | 816 | $53.2M | $89K |
| Marklund Employee Retirement Savings Plan | Marklund | IL | 724 | $18.3M | $42K |
| Employees' Incentive Savings Plan of Emigrant Bank | Emigrant Bank | FL | 674 | $162M | $141K |
| Family Allergy & Asthma Safe Harbor 401(k) Plan | Family Allergy Mso, LLC | KY | 588 | $37.2M | $58K |
| Cerity Partners Pooled Employer Plan | Americantcs Fiduciary Services, LLC | PA | 557 | $3.7M | $18K |
| Symetri 401(k) Plan | Microdesk, LLC. | NH | 551 | $37.7M | $64K |
| Shawnee Health Service and Development Corporation 401(k) and Profit Sharing Plan | Shawnee Health Service and Development Corporation | IL | 510 | $25.5M | $52K |
| New Mather Metals, Inc. Franklin Plant 401(k) Plan | New Mather Metals, Inc. | KY | 503 | $14.0M | $32K |
| Fox Valley Fire & Safety Co., Inc. 401(k) Plan | Fox Valley Fire & Safety Co., Inc. | IL | 501 | $30.0M | $41K |
| Deutsch Family Wine & Spirits 401(k) Savings Plan | W.J. Deutsch & Sons, Ltd. DBA Deutsch Family | CT | 479 | $87.4M | $48K |
| Gem 401(k) Plan | Golden Empire Mortgage, Inc. | CA | 460 | $21.2M | $69K |
| Hines Corporation 401(k) Plan | Hines Corporation | MI | 451 | $33.2M | $27K |
| Suncast Corporation Savings and Investment Plan | Suncast Corporation | IL | 446 | $47.5M | $53K |
| Fashionphile Group, LLC 401(k) Plan | Fashionphile Group, LLC | CA | 427 | $8.4M | $17K |
| Trace Die Cast, Inc. 401(k) Profit Sharing Retirement Plan | Trace Die Cast, Inc. | KY | 394 | $14.0M | $37K |
| Hackman Capital Partners 401(k) Plan | Hackman Capital Partners, LLC | CA | 393 | $24.1M | $35K |
| Scaled Composites, LLC Incentive Savings Plan | Scaled Composites, LLC | CA | 385 | $48.9M | $81K |
Questions and answers
How many plans does Cerity Partners Retirement Plan serve?
79 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Cerity Partners Retirement Plan?
The median plan reported $82.11 per participant in direct and indirect compensation (78 plans reporting an amount), or 0.12% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (51 plans), Recordkeeping and information management (9 plans), Trustee (bank, trust company, or similar financial institution) (9 plans) and Other services (9 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.