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Original filing (PDF)20250728214250NAL0003738336025
CHERRY TECHNOLOGIES INC.
Form 5500
FILING_RECEIVED
CHERRY TECHNOLOGIES INC 401(K) PLAN
401(k) retirement plan
Signals · 2
45% in single holdingNo recordkeeper disclosed
Active participants
336
Accounts w/ balance
367
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
78
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 45% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHERRY TECHNOLOGIES INC..
Plan sponsor
Name
CHERRY TECHNOLOGIES INC.
EIN
82-2708163
Address
2 EMBARCADERO CENTER · 8TH FLOOR · SAN FRANCISCO, CA · 94111
Phone
(888) 839-7171
Industry
Finance & Insurancesee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
23 direct securities· $5.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $2.3M | 44.3% | |
| Vanguard Funds Developed Markets Index Fund Mutual Fund | — | — | — | $817K | 15.8% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $498K | 9.6% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $458K | 8.9% | |
| Vanguard European Stock Index Admiral Mutual Fund ** 502 Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $416K | 8.1% | |
| Vanguard Specialized Dividend REIT Index Fund Admiral Shares Mutual Fund | — | — | — | $192K | 3.7% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $165K | 3.2% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $62K | 1.2% | |
| Participant Loans to participants, bearing interest from 9.0% to 9.5% | — | — | — | $50K | 1.0% | |
| Vanguard Group Reserve Fed MM Fund Mutual Fund | — | — | — | $47K | 0.9% | |
| Vanguard Group Total International Stock Index Mutual Fund | — | — | — | $36K | 0.7% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $34K | 0.7% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $32K | 0.6% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $21K | 0.4% | |
| Vanguard Group Mid Cap Growth Index Admiral Mutual Fund ** 969 Vanguard Group Small Cap Growth Index Admiral Mutual Fund ** 940 Vanguard Utilities Index Fund Admiral Shares Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Telecom Services Index Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Group Large Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Group Value Index Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Short-Term Bond Index Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Health Care Index Admiral Mutual Fund ** 509 Vanguard Financials Index Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Specialized Div Dividend Appreciation Index Admiral Mutual Fund ** 852 Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Mutual Fund ** 885 Vanguard High Dividend Yield Index Fund Admiral Mutual Fund ** 938 Vanguard Short-Term Inflation-Protected Securities Index Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Energy Index Admiral Mutual Fund | — | — | — | $1K | <0.1% |