How big is Cherry Group LLC's plan?

Cherry Group LLC's plan reported $65K in assets and 105 participants for 2023.

Original filing (PDF)20240925113159NAL0025287104001

Cherry Group LLC

Name: Cherry Group LLC — Form 5500 (2023)
Creator: Cherry Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cherry Group LLC

401(k) retirement plan · Cherry Group LLC held $65K in plan assets for 105 participants in 2023.

Active participants

105

Accounts w/ balance

Plan assets (EOY)

$65K

Net assets (EOY)

$65K

People on this filing

Thomas Felese signed Cherry Group LLC's 2023 Form 5500 as plan administrator.

Thomas Felese — 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 Group LLC's EIN is 84-1364198.

EIN 84-1364198

Plan number 001

Plan year 2023

ACK ID 20240925113159NAL0025287104001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cherry Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cherry Group 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 GROUP LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score