How big is Cherrytree Group, LLC's plan?

Cherrytree Group, LLC's plan reported $279K in assets and 4 participants for 2024.

Original filing (PDF)20250731100509NAL0008243168001

Cherrytree Group, LLC

Name: Cherrytree Group, LLC — Cherrytree Group, LLC, Form 5500 (2024)
Creator: Cherrytree Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cherrytree Group, LLC Retirement Plan

401(k) retirement plan · Cherrytree Group, LLC's Cherrytree Group, LLC Retirement Plan held $279K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$279K

Net assets (EOY)

$279K

People on this filing

Warren Kirshenbaum signed Cherrytree Group, LLC's 2024 Form 5500 as plan administrator.

Warren Kirshenbaum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cherrytree Group, LLC's EIN is 20-4648273.

EIN 20-4648273

Plan number 001

Plan year 2024

ACK ID 20250731100509NAL0008243168001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cherrytree Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cherrytree Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHERRYTREE GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score