Cherry Bekaert Wealth Management LL

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

383

Total plan assets

$24.8M

Filings (rows)

Direct comp

$12K

Indirect comp

$84K

Showing only "CHERRY BEKAERT WEALTH MANAGEMENT LL"

View all 8 variants aggregated →

CHERRY BEKAERT LLP146 CHERRY BEKAERT34 CHERRY BEKAERT ADVISORY20 CHERRY BEKAERT & HOLLAND LLP14 CHERRY BEKAERT WEALTH MANAGEMENT LL3 CHERRY BEKAERT WEALTH MANAGEMENT2 CHERRY BEKAERT WEALTH MANAGEMENT L

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Tipperary Sales, Inc. Tipperary Sales, Inc. Profit Sharing Plan · all filings	EVANS, GA	Advisor / Consultant	103	$10.9M	$0	$35K
Tipperary Sales, Inc. Tipperary Sales, Inc. Profit Sharing Plan · all filings	EVANS, GA	Advisor / Consultant	96	$8.9M	$0	$48K
Southern Siding & Window Corp. Southern Siding & Window Corporation 401(k) Profit Sharing Plan · all filings	AUGUSTA, GA	Advisor / Consultant	184	$5.0M	$12K	$4