# Cherry Tree Dental LLC 401(k) Plan
Source: https://planprovider.pro/companies/cherry-tree-dental-llc-plan-001

> Cherry Tree Dental LLC's 401(k) plan: 300 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cherry Tree Dental LLC

- **Sponsor EIN:** 208292304

- **Sponsor Address:** 2921 LANDMARK PL STE 215, MADISON, WI, 537134248

- **Plan Type:** 401(k)

- **Total Participants:** 300

- **Total Assets:** $10.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|300|$10.4M|$0|$1.5M|

| 2023|306|$8.9M|$0|$1.6M|

| 2022|356|$7.2M|$0|$1.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HARDING SHYMANSKI & COMPANY, PSC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HARDING SHYMANSKI & COMPANY, PSC](https://planprovider.pro/provider/harding-shymanski-and-company-psc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$46,947|$21,475|$24,512|—|—|

| 2023|$46,817|$16,758|$25,154|—|—|

| 2022|$27,257|$13,941|$13,316|—|—|

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