How big is Cherry Tree Companies, LLC's plan?

Cherry Tree Companies, LLC's plan reported $7.9M in assets and 31 participants for 2024.

Original filing (PDF)20250701082145NAL0029112930001

Cherry Tree Companies, LLC

Name: Cherry Tree Companies, LLC — Cherry Tree Companies, Form 5500 (2024)
Creator: Cherry Tree Companies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cherry Tree Companies, LLC 401(k) Plan

401(k) retirement plan · Cherry Tree Companies, LLC's Cherry Tree Companies, LLC 401(k) Plan held $7.9M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan identifiers

Cherry Tree Companies, LLC's EIN is 41-1945100.

EIN 41-1945100

Plan number 001

Plan year 2024

ACK ID 20250701082145NAL0029112930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cherry Tree Companies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cherry Tree Companies, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 TREE COMPANIES, 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

Helping the score