Plan Ledger DOL Form 5500 · updated monthly

Certara USA, Inc.401(k)

CERTARA USA, INC. 401(K) PLAN · PRINCETON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Certara USA, Inc. reported $140,103 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $5,174 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.

Across the 2 years on file its reported administrative ratio fell from 0.25% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 378th-largest of 2,419 plans among New Jersey employers on file, and the 1,511th of 11,654 in professional & technical services. In 2024, employees put in $2.98 for every $1.00 the employer contributed; active participation has grown from 397 to 568 since 2022.

Plan summary
Net assets, end of year$99,821,488
Participants with balances790
Active participants568
Employer contributions$2,938,561
Employee contributions$8,752,824
Employer contribution per active participant$5,174
Average account balance$126,356
Benefits paid to participants$12,729,061
Plan auditUnmodified (clean) audit opinion
AuditorSCHMERSAHL TRELOAR & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$99.8M · 790 accts · $2.9M emplr
2023$86.1M · 808 accts · $2.7M emplr
2022$67.7M · 514 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,793
Investment management$64,310
Total administrative$140,103
The Certara USA, Inc. 401(k) match · 2024
Employer contribution per active participant$5,174
Median for plans this size$3,635
2024$5,174 per active participant
2023$4,901 per active participant
2022$5,869 per active participant

Certara USA, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$56,950
EMPOWER ADVISORY GROUP, LLC · Investment management$7,360

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

Administrative cost history3
2024$140,103 · 0.15%
2023$129,281 · 0.17%
2022$177,051 · 0.25%
Same employer
Similar plansProfessional & Technical Services · New Jersey
Icims NJ$105.6M · 0.16%
T & M Associates NJ$103.0M · 0.08%
Collabera, Inc. NJ$102.6M · 0.22%
Shionogi, Inc. NJ$101.8M · 0.06%
Coforge Limited NJ$99.4M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510625438 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.