Original filing (PDF)20240925113159NAL0025287104001

CHERRY GROUP LLC

Name: CHERRY GROUP LLC — Form 5500 (2023)
Creator: CHERRY GROUP LLC

Form 5500-SF

FILING_RECEIVED

CHERRY GROUP LLC

401(k) retirement plan

Active participants

105

Accounts w/ balance

Plan assets (EOY)

$65K

Net assets (EOY)

$65K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHERRY GROUP LLC.

Plan sponsor

Name

CHERRY GROUP LLC

EIN

84-1364198

Address

4645 E 23RD AVE · DENVER, CO · 80207

Phone

(303) 887-4188

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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SPICE GROUP, LLC

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Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 1% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.