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  2. Cherry Bekaert Advisory LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Cherry Bekaert Advisory LLC

EIN 88-2730877-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$336.8M assets
Welfare
1
$1.9M premiums
Participants
5,170
3800 GLENWOOD AVENUE, SUITE 200 - RALEIGH, NC 27612804-673-5700
Plans on this EIN
3 filings
#001401(k)-$326.7M - 3,227 part#004Traditional DB-$10.2M - 124 part#502Mixed-$1.9M - 2,745 lives

Retirement portfolio analytics

2 plans aggregated / $336.8M assets / 3,351 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • ADVISORY LLC 401(K) (#001)97%
  • LLC RETIREMENT PLAN (#004)3%
Total $336.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ADVISORY LLC 401(K) (#001)3,227
  • LLC RETIREMENT PLAN (#004)124
Total 3,351Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 2,745 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$941K
  • Life$425K
  • Other$323K
  • Vision$163K
Total $1.9M4 rows
See carrier and broker market share with Pro.

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CHERRY BEKAERT ADVISORY LLC 401(K) PLAN

401(k)

Assets$326.7M
Participants3,227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CHERRY BEKAERT ADVISORY LLC RETIREMENT PLAN

Traditional DB

Assets$10.2M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CHERRY BEKAERT ADVISORY LLC EMPLOYEE BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$1.9M
Covered lives2,745
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHERRY BEKAERT ADVISORY LLC 401(K) PLAN401(k)$326.7M3,2272025
004CHERRY BEKAERT ADVISORY LLC RETIREMENT PLANTraditional DB$10.2M1242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CHERRY BEKAERT ADVISORY LLC EMPLOYEE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$1.9M2,7452025
Retirement plans
Welfare plans
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