Cherry Bekaert Llp 401(k) Plan: Login, Facts & Contact Information

Cherry Bekaert Llp 401(k) Plan Facts

Plan name
CHERRY BEKAERT ADVISORY LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CHERRY BEKAERT ADVISORY LLC
Participants
3,049 (2,316 active employees)
Former employees with a balance
646
Plan assets
$262,952,824 at Dec 31, 2024
Average account balance
$94,215 across 2,791 accounts
Employer contributions
$9,580,015 in plan year 2024 (21% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Sep 1, 1988
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $45.2 million went into the plan in contributions, $9.58 million of it from the employer (21%).
  • $25.6 million was paid out to participants.
  • Investment and other income added $30.9 million.
  • Administrative expenses were $392,358, about $141 per account.

How the Cherry Bekaert Llp 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,581$108.8 million$2.62 million$6.07 million
20201,553$147.0 million$2.62 million$14.6 million
20211,695$140.6 million$3.37 million$16.9 million
20221,762$141.2 million$2.05 million$11.2 million
20232,035$212.8 million$8.20 million$23.0 million
20243,049$263.0 million$9.58 million$25.6 million

Cherry Bekaert Llp 401(k) Contact Information

Phone
804-673-5700
Mailing address
200 SOUTH 10TH STREET SUITE 900, RICHMOND VA 23219
Plan sponsor
CHERRY BEKAERT ADVISORY LLC
Employer identification number (EIN)
56-0574444
Plan number
001

Questions about the Cherry Bekaert Llp 401(k)

Does Cherry Bekaert Llp contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $9.58 million, 21% of all contributions.

Does the Cherry Bekaert Llp 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Cherry Bekaert Llp 401(k) plan?

3,049 participants at the start of plan year 2024, 2,316 of them active employees, and 646 former employees who still had money in the plan.

What is the average 401(k) balance at Cherry Bekaert Llp?

About $94,215 per account: $263.0 million in plan assets across 2,791 accounts with a balance at the end of plan year 2024.

Who manages the Cherry Bekaert Llp 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Cherry Bekaert Llp. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 155 WEST PACES FERRY RD NW, ATLANTA, GA, 303051305
Headquarter: 3116 KELLWAY DRIVE SUITE 110, CARROLLTON, TX, 75006
Headquarter: 11 MADISON AVENUE, FLOOR 8, NEW YORK, NY, 10010
Headquarter: 12010 SUNSET HILLS ROAD, RESTON, VA, 20190
Headquarter: P AND G TAX DIVISION P.O. BOX 599, CINCINNATI, OH, 45201