How big is Cherry Petersen Albert LLC's plan?

Cherry Petersen Albert LLC's plan reported $3.2M in assets and 12 participants for 2024.

Original filing (PDF)20250611124833NAL0012227059001

Cherry Petersen Albert LLC

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

Form 5500-SF

FILING_RECEIVED

Cherry Petersen Albert LLC 401(k) Plan

401(k) retirement plan · Cherry Petersen Albert LLC's Cherry Petersen Albert LLC 401(k) Plan held $3.2M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

JON G. Petersen signed Cherry Petersen Albert LLC's 2024 Form 5500 as plan administrator.

JON G. Petersen — 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 Petersen Albert LLC's EIN is 75-2936799.

EIN 75-2936799

Plan number 001

Plan year 2024

ACK ID 20250611124833NAL0012227059001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cherry Petersen Albert LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 PETERSEN ALBERT 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