CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

Legal name: CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC

CRD 164198File 801-76705

APPROVED

Filing as of Jul 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$40.25B

Top 10% of cohort (national)

Discretionary AUM

$17.02B

Non-discretionary $23.23B

Clients

850

914 accounts

Employees

193

Top 10% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: May 29, 2012
Principal office: 99 PARK AVENUE, 16TH FLOOR, NEW YORK, NY, 10016
Phone: 212-850-4260
Website: http://www.linkedin.com/company/cerity-partners

Assets & accounts

ADV Item 5F

Total regulatory AUM: $40.25B
Discretionary AUM: $17.02B
Non-discretionary AUM: $23.23B
Discretionary accounts: 572
Non-discretionary accounts: 342
Total accounts: 914
AUM per client: $47.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$4.81B
Charitable organizations	20	$3.38B
Pension and profit sharing plans	821	$31.93B
State or municipal government entities	4	$133.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — A PERCENTAGE OF ASSETS UNDER A CONSULTATIVE REVIEW
A percentage of assets under your management

Advisory activities

Other
Selection of other advisers
Portfolio management for other
Portfolio management for businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.