Cherry Bekaert Advisory LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cherry Bekaert Advisory LLC is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $86,725 and reported indirect compensation totals $12,974.
Reported compensation summary
- Reported direct compensation
- $86,725
- Reported indirect compensation
- $12,974
- Total reported compensation
- $99,699
- Filings
- 9
- Plan sponsors
- 9
- Plans
- 9
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Electrical Workers Local 369 Benefit Fund | KY | 1 | $36,196 |
| Mark G. Anderson Consultants, Inc. | DC | 1 | $30,384 |
| Hobbs & Associates, Inc. | VA | 1 | $13,480 |
| Community Care Physicians Network, LLC | NC | 1 | $5,664 |
| Graphic Communications Union Local 17m Pension Trust Fund | IN | 1 | $5,145 |
| Tri-Area Community Health | VA | 1 | $2,719 |
| Ms Family Enterprises, Inc. | VA | 1 | $2,675 |
| Newcomb Oil Co., LLC | KY | 1 | $1,725 |
| Quadrint, Inc. | VA | 1 | $1,711 |
State footprint
Plans reporting Cherry Bekaert Advisory LLC are sponsored in VA (4), KY (2), DC (1), IN (1), NC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Electrical Workers Local 369 Benefit Fund | Electrical Workers Local 369 Benefit Fund | 2023 | $36,196 | not reported in the loaded dataset |
| Mark G. Anderson Consultants, Inc. | Mark G. Anderson Consultants, Inc. 401k Profit Sharing Plan | 2023 | $30,384 | not reported in the loaded dataset |
| Hobbs & Associates, Inc. | Hobbs & Associates 401(K) Profit Sharing Plan | 2023 | $900 | $12,580 |
| Community Care Physicians Network, LLC | Independent Care Health Benefit Trust Group Medical Plan | 2023 | $5,664 | not reported in the loaded dataset |
| Graphic Communications Union Local 17m Pension Trust Fund | Graphic Communications Union Local 17m Pension Trust Fund | 2023 | $5,145 | not reported in the loaded dataset |
| Tri-Area Community Health | Tri-Area Community Health 401(K) Safe Harbor Plan | 2023 | $2,325 | $394 |
| Ms Family Enterprises, Inc. | Harley-Davidson Bayside 401(K) Profit Sharing Plan | 2023 | $2,675 | not reported in the loaded dataset |
| Newcomb Oil Co., LLC | Newcomb Oil Co., LLC Profit Sharing And 401k Savings Plan | 2023 | $1,725 | $0 |
| Quadrint, Inc. | Quadrint, Inc. 401(K) Plan | 2023 | $1,711 | not reported in the loaded dataset |
Related Form 5500 pages
- Electrical Workers Local 369 Benefit Fund (plan 501)
- Electrical Workers Local 369 Benefit Fund — all reported plans
- Mark G. Anderson Consultants, Inc. 401k Profit Sharing Plan (plan 001)
- Mark G. Anderson Consultants, Inc. — all reported plans
- Hobbs & Associates 401(K) Profit Sharing Plan (plan 001)
- Hobbs & Associates, Inc. — all reported plans
- Independent Care Health Benefit Trust Group Medical Plan (plan 501)
- Community Care Physicians Network, LLC — all reported plans
- Graphic Communications Union Local 17m Pension Trust Fund (plan 001)
- Graphic Communications Union Local 17m Pension Trust Fund — all reported plans
- Tri-Area Community Health 401(K) Safe Harbor Plan (plan 002)
- Tri-Area Community Health — all reported plans
- Harley-Davidson Bayside 401(K) Profit Sharing Plan (plan 001)
- Ms Family Enterprises, Inc. — all reported plans
- Newcomb Oil Co., LLC Profit Sharing And 401k Savings Plan (plan 002)
- Newcomb Oil Co., LLC — all reported plans
- Quadrint, Inc. 401(K) Plan (plan 001)
- Quadrint, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources