Sponsor portfolio
CHERRYTREE GROUP, LLC
EIN 20-4648273financial servicesLatest filing 2025
Plans
1
Retirement
1
$477K assets
Welfare
0
Participants
5
287 AUBURN STREET - NEWTON, MA 02466617-431-2266cherrytree-group.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CHERRYTREE GROUP, LLC RETIREMENT PLAN | 401k | $477K | 5 | 2025 |
Retirement plans