Plan Ledger DOL Form 5500 · updated monthly

Cerifi, LLC401(k)

CERIFI, LLC 401 (K) P/S PLAN · ALPHARETTA, GA · plan year 2022

Reported admin expense ratio · 2022
0.07%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Cerifi, LLC reported $4,106 in plan administrative expenses for 2022: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,469 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Georgia (1,503rd of 2,160), and 2,381st of 3,091 in educational services. In 2022, employees put in $2.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,460,108
Participants with balances174
Active participants200
Employer contributions$493,896
Employee contributions$1,182,799
Employer contribution per active participant$2,469
Average account balance$37,127
Benefits paid to participants$292,880
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,106
Total administrative$4,106
The Cerifi, LLC 401(k) match · 2022
Employer contribution per active participant$2,469
Median for plans this size$1,114

Cerifi, LLC's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,106 · 0.07%
Same employer
Similar plansEducational Services · Georgia
Point University GA$7.0M · 0.59%
Tattnall Square Academy GA$6.7M · 0.24%
The Heritage School, Inc. GA$4.9M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820918913 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.