Plans listing this provider
37
0.07% of the 56,420 plans with Schedule H financials; 28 in 2023
Providers › Cherry Bekaert LLP
Cherry Bekaert LLP
- Service provider, as named on Schedule C
- EIN 560574444
- Plan year 2024
- Direct compensation reported $638,845
Assets of those plans
$4,775,592,448
0.06% of all Schedule H plan assets
Plans where it is the recordkeeper
2
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$638,845
97% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 10 | Accounting (including auditing) | 28 |
| 50 | Direct payment from the plan | 12 |
| 13 | Contract administrator | 3 |
| 15 | Recordkeeping and information management | 2 |
| 16 | Consulting (general) | 2 |
| 64 | Recordkeeping fees | 2 |
| 11 | Actuarial | 1 |
| 17 | Consulting (pension) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Lexmark Savings Plan | Lexmark International | $1,211,057,397 | 2,926 | $25,900 |
| Brightspring Health Services Retirement Savings Plan | RES Care | $794,243,965 | 14,074 | $30,975 |
| USW Industry 401(k) Plan | Board of Trustees USW Industry 401k Fund | $398,229,194 | 9,126 | $27,195 |
| New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan | New Lexington Clinic P.S.C. | $295,465,129 | 1,861 | $17,850 |
| Southern Graphics Inc. Savings Plan | Southern Graphics | $202,121,527 | 1,426 | $30,397 |
| Loudoun Medical Group Retirement Plan | Loudon Medical Group | $199,647,809 | 1,839 | $21,262 |
| Hitachi High-tech America, Inc. Shared Savings Plan | Hitachi High-tech America | $193,568,444 | 897 | $27,405 |
| Advics 401(k) Plan | Advics North America | $173,602,379 | 1,927 | $3,650 |
| Fletcher Jones Automotive Group Employee 401(k) Retirement Plan | Fletcher Jones Management Group | $169,991,849 | 3,144 | $15,000 |
| Atria Senior Living, Inc. 401(k) Plan | Atria Senior Living | $165,703,141 | 4,908 | $21,011 |
| Leydig, Voit & Mayer, Ltd. 401(k) and Profit Sharing Plan | Leydig Voit & Mayer | $149,349,962 | 254 | $16,485 |
| Bayview Physician Services, P.C. 401k Profit Sharing Plan | Bayview Physician Services | $112,948,412 | 330 | $0 |
| Ventas, Inc. 401(k) Profit Sharing Plan | Ventas | $90,380,789 | 731 | $20,996 |
| Clark Nexsen, Inc. 401(k) Plan | Clark Nexsen | $84,157,219 | 472 | $17,324 |
| ESA Management, LLC 401(k) Plan | ESA Management | $80,858,527 | 2,605 | $26,775 |
| Tom Wood Group 401(k) Profit Sharing Plan | Tom Wood | $69,019,410 | 1,366 | $11,550 |
| Eastern Industrial Supplies, Inc. 401k Profit Sharing Plan | Eastern Industrial Supplies | $46,274,472 | 450 | $10,500 |
| Intega, Inc. 401(k) Plan | Intega | $41,560,741 | 494 | $21,000 |
| Southeast Christian Church Restated Retirement and Savings Plan | Southeast Christian Church of Jefferson County Kentucky | $39,767,629 | 824 | $10,700 |
| Family Allergy & Asthma Safe Harbor 401(k) Plan | Family Allergy MSO | $37,244,098 | 395 | $14,280 |
| Allied Benefit Systems, LLC Retirement Savings Plan | Allied Benefit Systems | $33,261,509 | 787 | $36,520 |
| Cooper & Scully, P.C. 401(k) Plan | Cooper & Scully | $26,883,080 | 108 | $4,725 |
| Citizens Financial Corp. 401(k) Savings Plan and Trust Agreement | Citizens Financial | $20,519,933 | 899 | $12,600 |
| Medical Management Services, Inc. 401(k) Plan | Medical Management Services | $19,031,721 | 434 | $3,770 |
| Transmarket Operations, LLC 401(k) Plan | Transmarket Operations | $17,216,969 | 133 | $14,962 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.