How big is Cherokee Trading, LLC's plan?

Cherokee Trading, LLC's plan reported $4.0M in assets and 5 participants for 2025.

Original filing (PDF)20260427153624NAL0013663680001

Cherokee Trading, LLC

Name: Cherokee Trading, LLC — Cherokee Trading, LLC 401(k), Form 5500 (2025)
Creator: Cherokee Trading, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cherokee Trading, LLC 401(k) Plan

401(k) retirement plan · Cherokee Trading, LLC's Cherokee Trading, LLC 401(k) Plan held $4.0M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Betsy Jelisavcic signed Cherokee Trading, LLC's 2025 Form 5500 as plan administrator.

Betsy Jelisavcic — 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

Cherokee Trading, LLC's EIN is 81-4913482.

EIN 81-4913482

Plan number 001

Plan year 2025

ACK ID 20260427153624NAL0013663680001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cherokee Trading, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cherokee Trading, 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 CHEROKEE TRADING, LLC.

Finding similar companies…

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 (98th percentile).

Plan sponsor

Name

CHEROKEE TRADING, LLC

EIN

all filings

Address

1384 BROADWAY · SUITE 906 · NEW YORK, NY · 10018

Phone

(917) 558-0699

Industry

Finance & Insurance

Plan administrator