How big is Cherry Bekaert Advisory LLC's plan?

Cherry Bekaert Advisory LLC's plan reported $6.1M in assets and 98 participants for 2024.

Original filing (PDF)20251006105243NAL0008685266001

Cherry Bekaert Advisory LLC

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

Form 5500-SF

FILING_RECEIVED

Cherry Bekaert Advisory LLC Retirement Plan

Defined-benefit pension plan · Cherry Bekaert Advisory LLC's Cherry Bekaert Advisory LLC Retirement Plan held $6.1M in plan assets for 98 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

Plan identifiers

Cherry Bekaert Advisory LLC's EIN is 88-2730877.

EIN 88-2730877

Plan number 004

Plan year 2024

ACK ID 20251006105243NAL0008685266001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cherry Bekaert Advisory LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHERRY BEKAERT ADVISORY 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score