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Sponsor portfolio

UCERTIFY LLC

EIN 01-0773207-e-learning-Latest filing 2024
Plans
2
Retirement
2
$10.2M assets
Welfare
0
Participants
12
4000 PIMLICO DRIVE, SUITE 114-294 - PLEASANTON, CA 94588510-468-3171LinkedIn51-200 employeese-learning
Plans on this EIN
2 filings
#002TraditionalDB-$6.9M - 6 part#001401k-$3.3M - 6 part

Retirement portfolio analytics

2 plans aggregated / $10.2M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • PLAN & TRUST (#002)68%
  • LLC RETIREMENT TRUST (#001)32%
Total $10.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)6
  • LLC RETIREMENT TRUST (#001)6
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UCERTIFY LLC DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$6.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

UCERTIFY LLC RETIREMENT TRUST

401k

Assets$3.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002UCERTIFY LLC DEFINED BENEFIT PLAN & TRUSTTraditionalDB$6.9M62024
001UCERTIFY LLC RETIREMENT TRUST401k$3.3M62024
Retirement plans
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