Cherry Bekaert, LLP's EIN is 56-0574444.
Download the official 2022 Form 5500 (PDF) for Cherry Bekaert, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Cherry Bekaert, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| MORLEY STABLE VALUE GARTMORE MORLEY TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | $0 | — |
| BLACKROCK EAFE EQUITY INDEX FD WILMINGTON TRUST, N.A. · EIN 20-3802495 / PN 007 | Common Collective Trust | $0 | — |
| BLACKROCK EQUITY INDEX FUND CL WILMINGTON TRUST, N.A. · EIN 20-3802168 / PN 001 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGRESSIVE 2035 WILMINGTON TRUST, N.A. · EIN 47-2468898 / PN 216 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGRESSIVE 2045 WILMINGTON TRUST, N.A. · EIN 47-2503540 / PN 219 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGRESSIVE 2055 WILMINGTON TRUST, N.A. · EIN 47-2554270 / PN 222 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MODERATE 2025 WILMINGTON TRUST, N.A. · EIN 47-2285799 / PN 214 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MODERATE 2035 WILMINGTON TRUST, N.A. · EIN 47-2478524 / PN 217 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MODERATE 2045 WILMINGTON TRUST, N.A. · EIN 47-2516187 / PN 220 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MODERATE 2055 WILMINGTON TRUST, N.A. · EIN 47-2563528 / PN 223 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MODERATE RET. WILMINGTON TRUST, N.A. · EIN 47-2248665 / PN 211 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGRESSIVE RET. WILMINGTON TRUST, N.A. · EIN 47-2238264 / PN 210 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGRESSIVE 2025 WILMINGTON TRUST, N.A. · EIN 47-2275031 / PN 213 | Common Collective Trust | $0 | — |
