How big is Cherry Valley Agency LLC's plan?

Cherry Valley Agency LLC's plan reported $309K in assets and 15 participants for 2025.

Original filing (PDF)20260521094141NAL0004856194001

Cherry Valley Agency LLC

Name: Cherry Valley Agency LLC — Cherry Valley Agency LLC, Form 5500 (2025)
Creator: Cherry Valley Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cherry Valley Agency LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cherry Valley Agency LLC's Cherry Valley Agency LLC 401(k) Profit Sharing Plan & Trust held $309K in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$309K

Net assets (EOY)

$309K

People on this filing

Edward Rojas signed Cherry Valley Agency LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Cherry Valley Agency LLC's EIN is 26-4016294.

EIN 26-4016294

Plan number 001

Plan year 2025

ACK ID 20260521094141NAL0004856194001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cherry Valley Agency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cherry Valley Agency 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 CHERRY VALLEY AGENCY 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

Knocking points off