Plan Ledger DOL Form 5500 · updated monthly

Cerity Partners Management LLC401(k)

CERITY PARTNERS 401(K) PLAN · LOS ANGELES, CA · plan year 2025

Reported admin expense ratio · 2025
0.07%

Cerity Partners Management LLC reported $114,503 in plan administrative expenses for 2025: 0.07% of average plan assets, below the peer median. 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.

Across the 3 years on file its reported administrative ratio fell from 0.11% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other finance & insurance employers. By assets it is the 608th-largest of 9,483 plans among California employers on file, and the 627th of 4,798 in finance & insurance. active participation has grown from 478 to 1,497 since 2022.

Plan summary
Net assets, end of year$180,668,102
Participants with balances1,476
Active participants1,497
Employer contributions—
Employee contributions$20,563,671
Employer contribution per active participant—
Average account balance$122,404
Benefits paid to participants$10,602,633
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$180.7M · 1,476 accts
2024$130.8M · 1,163 accts · $6.3M emplr
2023$90.2M · 929 accts · $5.0M emplr
2022$47.0M · 477 accts · $2.5M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$110,131
Audit (IQPA)$4,372
Total administrative$114,503
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$110,131

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$114,503 · 0.07%
2024$83,351 · 0.08%
2023$63,391 · 0.09%
2022$41,968 · 0.11%
Same employer
Similar plansFinance & Insurance · California
Scan Group CA$201.2M · 0.15%
Sofi Technologies CA$192.9M · 0.04%
Cvb Financial Corp. CA$187.3M · 0.09%
Wedbush Securities Inc. CA$182.1M · 0.03%
Wescom Central Credit Union CA$178.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823417410 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.