Icertis Inc. 401(k) Plan: Login, Facts & Contact Information

Icertis Inc. 401(k) Plan Facts

Plan name
ICERTIS 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ICERTIS INC.
Participants
537 (382 active employees)
Former employees with a balance
157
Plan assets
$46,622,343 at Dec 31, 2024
Average account balance
$94,954 across 491 accounts
Employer contributions
$2,513,764 in plan year 2024 (25% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 1, 2011
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.2 million went into the plan in contributions, $2.51 million of it from the employer (25%).
  • $6.89 million was paid out to participants.
  • Investment and other income added $6.47 million.
  • Administrative expenses were $118,267, about $241 per account.

How the Icertis Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019151$7.59 million$944,399$492,898
2020231$14.8 million$1.39 million$999,751
2021292$22.7 million$1.65 million$2.77 million
2022436$25.2 million$2.77 million$3.11 million
2023567$37.0 million$2.57 million$4.13 million
2024537$46.6 million$2.51 million$6.89 million

Icertis Inc. 401(k) Contact Information

Phone
425-279-8381
Mailing address
14711 NE 29TH PLACE SUITE 225, BELLEVUE WA 98007
Plan sponsor
ICERTIS INC.
Employer identification number (EIN)
80-0380654
Plan number
001

Questions about the Icertis Inc. 401(k)

Does Icertis Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.51 million, 25% of all contributions.

Does the Icertis Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Icertis Inc 401(k) plan?

537 participants at the start of plan year 2024, 382 of them active employees, and 157 former employees who still had money in the plan.

What is the average 401(k) balance at Icertis Inc?

About $94,954 per account: $46.6 million in plan assets across 491 accounts with a balance at the end of plan year 2024.

Who manages the Icertis Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Icertis Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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