How big is Cherry Street Services, Inc.'s plan?

Cherry Street Services, Inc.'s plan reported $42.5M in assets and 710 participants for 2024.

Original filing (PDF)20251006143613NAL0002146323001

Cherry Street Services, Inc.

Name: Cherry Street Services, Inc. — Cherry Health 403(b), Form 5500 (2024)
Creator: Cherry Street Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cherry Health 403(b) Retirement Plan

403(b) retirement plan · Cherry Street Services, Inc.'s Cherry Health 403(b) Retirement Plan held $42.5M in plan assets for 710 participants in 2024, with Nationwide as recordkeeper.

Signals · 2

Late participant contributionsSelf-directed brokerage offered

Active participants

710

Accounts w/ balance

891

Plan assets (EOY)

$42.5M

Net assets (EOY)

$42.5M

People on this filing

Cynthia Wagenhofer signed Cherry Street Services, Inc.'s 2024 Form 5500 as plan administrator.

Cynthia Wagenhofer — 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 Street Services, Inc.'s EIN is 38-2853534.

EIN 38-2853534

Plan number 001

Plan year 2024

ACK ID 20251006143613NAL0002146323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cherry Street Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cherry Street Services, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

78 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Plan sponsor

Name

CHERRY STREET SERVICES, INC.

EIN

all filings

Address

100 CHERRY STREET SE · GRAND RAPIDS, MI · 49503

Phone

(616) 776-2124

Industry

Outpatient Care Centers· Health Care & Social Assistance

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

2025-10-06

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	CUSTODIAN	$100K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
IRON-CO-FID COMPREHENSIVE	26-2409128	—	INVESTMENT MANAGEMENT	$20K	—

Investments

78 direct securities· $42.5M(100% of reported assets)

Mutual Funds

$27.8M

43 holdings

Common Collective Trusts

$6.7M

5 holdings

Other securities

$6.5M

26 holdings

Bonds / Notes

$577K

1 holding

Common Stocks

$546K

1 holding

Self-Directed Brokerage

$278K

1 holding

Agency / Mortgage-Backed

$12K

1 holding

					% of plan
State Street State Street Balanced Index Fund Class K	Common Collective Trusts	—	—	$5.1M	12.0%
Nuveen Lifecycle Index 2035 Instl	Mutual Funds	—	—	$3.7M	8.8%
Nuveen Lifecycle Index 2030 Instl	Mutual Funds	—	—	$3.6M	8.4%
Nuveen Lifecycle Index 2040 Instl	Mutual Funds	—	—	$3.1M	7.4%
Nuveen Lifecycle Index 2045 Instl	Mutual Funds	—	—	$2.8M	6.5%
Vanguard Windsor Admiral	Mutual Funds	—	—	$2.5M	5.9%
Nuveen Lifecycle Index 2025 Instl	Mutual Funds	—	—	$2.3M	5.3%
Vanguard Total Stock Mkt Indx Fd	Mutual Funds	—	—	$1.9M	4.4%
Nuveen Lifecycle Index 2050 Instl	Mutual Funds	—	—	$1.6M	3.9%
Nationwide Geneva Small Cap Gr Instl	Other securities	—	—	$1.6M	3.8%
Putnam Large Cap Gr Y	Mutual Funds	—	—	$1.4M	3.3%
Nuveen Lifecycle Index 2055 Instl	Mutual Funds	—	—	$1.2M	2.9%
Victory Capital Victory Sycamore Established Value I	Other securities	—	—	$1.2M	2.9%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.1M	2.7%
Artisan Partners Funds Artisan International Value Instl	Other securities	—	—	$976K	2.3%
Federated Hermes Federated Instl High Yield Bond Instl	Other securities	—	—	$603K	1.4%
Participant loans Interest rates range from 5.25% to 10.50% -0-	Bonds / Notes	—	—	$577K	1.4%
Nationwide Life Insurance Company Fixed contract	Common Stocks	—	—	$546K	1.3%
Vanguard Target Retirement 2055	Mutual Funds	—	—	$505K	1.2%
Nuveen Lifecycle Index 2060 Instl	Mutual Funds	—	—	$501K	1.2%
Baird Core Plus Bond Inst	Other securities	—	—	$495K	1.2%
Federated Hermes Federated Government Obligs Premier	Other securities	—	—	$493K	1.2%
Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$398K	0.9%
Vanguard Target Retirement 2040	Mutual Funds	—	—	$388K	0.9%
Nuveen Lifecycle Index 2020 Instl	Mutual Funds	—	—	$285K	0.7%
Charles Schwab Self-directed brokerage account	Self-Directed Brokerage	—	—	$278K	0.7%
T. Rowe Price T. Rowe Price Retirement 2060	Other securities	—	—	$253K	0.6%
BlackRock 80/20 Target Allocation Inst	Other securities	—	—	$243K	0.6%
American Funds American Funds New World	Mutual Funds	—	—	$228K	0.5%
Vanguard Total Intl Stock Index Admiral	Mutual Funds	—	—	$225K	0.5%
Fidelity Investments Fidelity Inflation-Protected Bond Index F	Mutual Funds	—	—	$218K	0.5%
Vanguard Wlsly Income Admiral	Mutual Funds	—	—	$194K	0.5%
American Funds American Funds 2055 Trgt Date Retire	Mutual Funds	—	—	$164K	0.4%
Dimensional Fund Advisors DFA Intl Large Cap Gr	Mutual Funds	—	—	$140K	0.3%
Federated Hermes Federated Hermes Short-Int	Other securities	—	—	$124K	0.3%
Vanguard Target Retirement 2050	Mutual Funds	—	—	$116K	0.3%
Vanguard Target Retirement 2045	Mutual Funds	—	—	$97K	0.2%
American Funds American Funds Smallcap World	Mutual Funds	—	—	$84K	0.2%
Cohen & Steers Cohen & Steers Real Estate Securities I	Other securities	—	—	$81K	0.2%
Brown Advisory Brown Advisory Sustainable Growth	Other securities	—	—	$79K	0.2%
Vanguard Mid Cap Growth Inv	Mutual Funds	—	—	$68K	0.2%
T. Rowe Price T. Rowe Price Blue Chip Growth	Other securities	—	—	$68K	0.2%
Vanguard Target Retirement 2035	Mutual Funds	—	—	$64K	0.2%
Vanguard Total Bond Market Index Adm	Mutual Funds	—	—	$55K	0.1%
Nuveen Lifecycle Index 2010 Instl	Mutual Funds	—	—	$49K	0.1%
Nationwide NYSE ArcTch100 Indx	Other securities	—	—	$45K	0.1%
Nuveen Lifecycle Index Ret Inc Instl	Mutual Funds	—	—	$45K	0.1%
BlackRock Inflation Protected Bond	Other securities	—	—	$42K	<0.1%
Nuveen Lifecycle Index 2065 Instl	Mutual Funds	—	—	$42K	<0.1%
Dimensional Fund Advisors DFA US Small Cap I	Mutual Funds	—	—	$40K	<0.1%