Original filing (PDF)20260420114534NAL0000706675001

Cherry Edgar & Smith PA

Name: Cherry Edgar & Smith PA — Cherry Edgar & Smith PA, Form 5500 (2025)
Creator: Cherry Edgar & Smith PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cherry Edgar & Smith PA 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cherry Edgar & Smith PA's Cherry Edgar & Smith PA 401(k) Profit Sharing Plan & Trust held $1.4M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHERRY EDGAR & SMITH PA.

Plan sponsor

Name

CHERRY EDGAR & SMITH PA

EIN

65-0294654all filings

Address

8409 N MILITARY TRL STE 123 · WEST PALM BEACH, FL · 334106324

Phone

(561) 471-7767

Industry