· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CHERRY BEND FAMILY CARE, PLC — CHERRY BEND FAMILY CARE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251020142157NAL0000894387001
CHERRY BEND FAMILY CARE, PLC
Form 5500-SF
FILING_RECEIVED
CHERRY BEND FAMILY CARE 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
16
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CHERRY BEND FAMILY CARE, PLC
.
Find decision makers
Plan sponsor
Name
CHERRY BEND FAMILY CARE, PLC
EIN
30-0360704
Address
10223 E. CHERRY BEND RD. · TRAVERSE CITY, MI · 49684
Phone
(231) 929-7933
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-10-20
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
FOWLERVILLE MEDICAL CENTER
FOWLER MEDICAL CENTER 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 31 participants
MEHDI JADALI, LLC
MEHDI JADALI, LLC 401(K) PROFIT SHARING PLAN
$1.5M · 2 participants
INTERNAL MEDICINE PRACTICE LLC
INTERNAL MEDICINE PRACTICE LLC 401(K) RETIREMENT PLAN
$1.5M · 4 participants
DERMATOLOGY CLINIC OF JACKSON
DERMATOLOGY CLINIC OF JACKSON 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 7 participants
PAUL KIM, D.O., INC.
PAUL KIM, D.O., INC. PENSION PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.5M
SUNSET PEDIATRICS, LLC
SUNSET PEDIATRIC, LLC EMPLOYEE CASH BALANCE PLAN
$1.5M · 9 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
