Cherry Bekaert Advisory LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cherry Bekaert Advisory LLC (EIN 560574444)
  • Plan Type: 401(k)
  • Total Participants: 2,316
  • Total Assets: $263.0M
  • Sponsor State: VA

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242,316$263.0M$9.6M$25.0M
20232,223$212.8M$8.2M$18.9M
20221,406$141.2M$2.0M$7.5M

Service Providers

  • CARON & BLETZER, PLLC — Accountant / Independent Qualified Public Accountant

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