Cherry Bekaert Advisory LLC
Plan context: Cherry Bekaert Advisory LLC Retirement Plan
EIN 88-2730877 • Richmond, VA • 4 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
2,379
2024 Assets
$6,134,960
2024 Contributions
$3,713,314
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 2,379 | $6,134,960 | $3,713,314 | $1,561iApproximate average salary by contribution assumption: employee only about $39,022 at 4% or $26,015 at 6%; with 50% employer match about $26,015 at 4% or $17,343 at 6%; with 100% employer match about $19,511 at 4% or $13,007 at 6%. |
| Cherry Bekaert Advisory LLC Retirement Plan | - | 108 | $6,134,960 | $3,713,314 | $34,383iApproximate average salary by contribution assumption: employee only about $859,563 at 4% or $573,042 at 6%; with 50% employer match about $573,042 at 4% or $382,028 at 6%; with 100% employer match about $429,782 at 4% or $286,521 at 6%. |
| Cherry Bekaert Advisory LLC Employee Benefits Plan | - | 2,379 | - | - | - |
| 2023 | 2 | 2,190 | $2,525,620 | $2,525,620 | $1,153iApproximate average salary by contribution assumption: employee only about $28,831 at 4% or $19,221 at 6%; with 50% employer match about $19,221 at 4% or $12,814 at 6%; with 100% employer match about $14,416 at 4% or $9,610 at 6%. |
| Cherry Bekaert Advisory LLC Retirement Plan | - | 68 | $2,525,620 | $2,525,620 | $37,141iApproximate average salary by contribution assumption: employee only about $928,537 at 4% or $619,025 at 6%; with 50% employer match about $619,025 at 4% or $412,683 at 6%; with 100% employer match about $464,268 at 4% or $309,512 at 6%. |
| Cherry Bekaert Advisory LLC Employee Benefits Plan | - | 2,190 | - | - | - |