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Original filing (PDF)20250930095726NAL0019200210001
CHERRY OPTICAL, INC.
Form 5500
FILING_RECEIVED
CHERRY OPTICAL INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
253
Accounts w/ balance
287
Plan assets (EOY)
$15.8M
Net assets (EOY)
$15.8M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHERRY OPTICAL, INC..
Plan sponsor
Name
CHERRY OPTICAL, INC.
EIN
39-1951550
Address
1640 B FIRE LANE DRIVE · GREEN BAY, WI · 54311
Phone
(920) 469-2559
Industry
All Other Professional Services· 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
HAWKINS ASH CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI, LLP | 39-0758449 | — | RECORDKEEPER | $10K | — |
Investments
29 direct securities· $15.1M(95% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund N/A | — | — | — | $2.6M | 16.5% | |
| Vanguard Developed Markets Index Fund Admiral Mutual Fund N/A | — | — | — | $1.4M | 9.0% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual Fund N/A | — | — | — | $1.1M | 7.1% | |
| Avantis U.S. Equity Fund Institutional Class Mutual Fund N/A | — | — | — | $921K | 5.8% | |
| Vanguard Real Estate Index Fund Admiral Mutual Fund N/A | — | — | — | $801K | 5.1% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Mutual Fund N/A | — | — | — | $723K | 4.6% | |
| Avantis Emerging Markets Equity Fund Institutional Class Mutual Fund N/A | — | — | — | $703K | 4.5% | |
| Avantis U.S. Small Cap Value Fund Institutional Class Mutual Fund N/A | — | — | — | $647K | 4.1% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund N/A | — | — | — | $642K | 4.1% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Mutual Fund N/A | — | — | — | $624K | 4.0% | |
| Dodge & Cox Income Fund Class X Mutual Fund N/A | — | — | — | $586K | 3.7% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund N/A | — | — | — | $570K | 3.6% | |
| DFA International Core Equity Portfolio Institutional Class Mutual Fund N/A | — | — | — | $551K | 3.5% | |
| Vanguard Small-Cap Index Fund Admiral Mutual Fund N/A | — | — | — | $523K | 3.3% | |
| DFA Investment Grade Portfolio Institutional Class Mutual Fund N/A | — | — | — | $479K | 3.0% | |
| Avantis International Small Cap Value Fund Institutional Class Mutual Fund N/A | — | — | — | $469K | 3.0% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund N/A | — | — | — | $296K | 1.9% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund N/A | — | — | — | $235K | 1.5% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class Mutual Fund N/A | — | — | — | $218K | 1.4% | |
| Notes Receivable From Participants Interest rates range of 4.25% to 9.50% | — | — | — | $210K | 1.3% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund N/A | — | — | — | $158K | 1.0% | |
| Mid Atlantic Deposit Management Program Money Market Fund N/A | — | — | — | $126K | 0.8% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund N/A | — | — | — | $122K | 0.8% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund N/A | — | — | — | $109K | 0.7% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund N/A | — | — | — | $85K | 0.5% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund N/A | — | — | — | $59K | 0.4% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund N/A | — | — | — | $27K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund N/A | — | — | — | $20K | 0.1% | |
| Vanguard Target Retirement Income Fund Mutual Fund N/A | — | — | — | $5K | <0.1% |
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