Cherryroad Technologies 401(k) Profit Sharing Plan
Sponsored by Cherryroad Technologies Inc. · EIN 205084389 · Plan #001
- Total assets
- $57.6M
- Net assets
- $57.5M
- Active participants
- 619
- With balances
- 602
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Recordkeeping, Consulting (pension), Direct payment from the plan | $93,921 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $88,128 |
| Mcintyre & Company Cpas Llc | Recordkeeping, Consulting (pension), Direct payment from the plan | $32,700 |
| Charles Schwab & Co, Inc. | Shareholder servicing fees, Securities brokerage | $3 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Other services | $0 |