Jeremy Gulban signed Cherryroad Technologies Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cherryroad Technologies Inc.'s EIN is 20-5084389.
Download the official 2024 Form 5500 (PDF) for Cherryroad Technologies Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cherryroad Technologies Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $88K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JOHN HANCOCK BALANCED FD - R4 | Registered Investment Companies | — | — | $10.8M | 18.8% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $7.1M | 12.3% | |
| AB LARGE CAP GROWTH ADVISOR | Registered Investment Companies | — | — | $5.5M | 9.5% | |
| MET GG SV 25554 - K WILMINGTON TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $3.5M | 6.0% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $3.4M | 6.0% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.6M | 4.5% | |
| BLK TECH OPPS I | Registered Investment Companies | — | — | $1.9M | 3.3% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $1.9M | 3.3% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $1.6M | 2.9% | |
| JPMORGAN EQUITY INCOME FUND R5 | Registered Investment Companies | — | — | $1.6M | 2.9% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $1.6M | 2.8% | |
| T ROWE MID- CAP GRWTH | Registered Investment Companies | — | — | $1.5M | 2.5% | |
| TROWEPRICE RETIREMENT 2025 INV | Registered Investment Companies | — | — | $1.2M | 2.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.2M | 2.1% | |
| GUGGENHEIM TOTAL RETURN BD INS | Registered Investment Companies | — | — | $1.1M | 1.9% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $983K | 1.7% | |
| VAN STRAT SM CP EQTY - INV | Registered Investment Companies | — | — | $953K | 1.7% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $910K | 1.6% | |
| JOHN HANCOCK DISC VALUE MC R4 | Registered Investment Companies | — | — | $905K | 1.6% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $902K | 1.6% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $849K | 1.5% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $764K | 1.3% | |
| EATON VANCE STRATEGIC INCOME I | Registered Investment Companies | — | — | $656K | 1.1% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $634K | 1.1% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $523K | 0.9% | |
| TROWEPRICE RETIREMENT 2015 INV | Registered Investment Companies | — | — | $511K | 0.9% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $433K | 0.8% | |
| TROWEPRICE RETIREMENT 2060 INV | Registered Investment Companies | — | — | $298K | 0.5% | |
| TROWE PRICE HEALTH SCIENCES | Registered Investment Companies | — | — | $230K | 0.4% | |
| FRANKLIN SMALL CAP VALUE - ADV | Registered Investment Companies | — | — | $200K | 0.3% | |
| COHEN & STEERS REAL EST SEC I | Registered Investment Companies | — | — | $151K | 0.3% | |
| JANUS HENDERSON TRITON FUND I | Registered Investment Companies | — | — | $142K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| INVESTMENT MANAGER |
| $3 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCINTYRE & COMPANY CPAS LLC | 83-2736480 | — | ACCOUNTANT | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $94K | — |
