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Original filing (PDF)20251014051255NAL0004668274001
CHERRYROAD TECHNOLOGIES INC.
Form 5500
FILING_RECEIVED
CHERRYROAD TECHNOLOGIES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
619
Accounts w/ balance
602
Plan assets (EOY)
$57.6M
Net assets (EOY)
$57.5M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — 133% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHERRYROAD TECHNOLOGIES INC..
Plan sponsor
Name
CHERRYROAD TECHNOLOGIES INC.
EIN
20-5084389
Address
6 UPPER POND RD · PARSIPPANY, NJ · 07054
Phone
(973) 541-4250
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MCINTYRE & COMPANY CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $88K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | INVESTMENT MANAGER | $3 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCINTYRE & COMPANY CPAS LLC | 83-2736480 | — | ACCOUNTANT | $33K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $94K | — |
Investments
31 direct securities · 1 pooled fund· $56.5M(98% of reported assets)
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.
Registered Investment Companies
$46.0M
30 holdings
Uncategorized
$7.1M
1 holding
Common Collective Trust
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JOHN HANCOCK BALANCED FD - R4 | Registered Investment Companies | — | — | $10.8M | 18.8% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $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% |