AUMdb

Cherry Health 403(b) Retirement Plan

Sponsored by Cherry Street Services, Inc. · EIN 382853534 · Plan #001

Total assets
$42.5M
Net assets
$42.5M
Active participants
710
With balances
891

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts

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
Nationwide Contract administrator, Recordkeeping, Trustee (institutional) $100,179
Doeren Mayhew Advisors Recordkeeping, Participant loan processing, Recordkeeping fees $49,021
Iron Co Fid Comprehensive Investment management, Investment management fees (direct) $20,387
Beene Garter A Doeren Maynew Firm Recordkeeping, Participant loan processing, Recordkeeping fees $6,168