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Cherry Bekaert LLP

Matched across 45 name variants in the filings

Cherry Bekaert LLP summary

Cherry Bekaert LLP appears on 88 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $26.0B in assets for 307,467 participants. The median client plan holds $38.5M. Most client plans are sponsored in KY, IL and NC. The largest clients by plan assets are Duke Energy Corporation, Pace Industry Union-Management Pension Fund and Kimley Horn and Associates, Inc.. Plans reported $1.8M in direct and indirect compensation paid to Cherry Bekaert LLP. The median is $17K per plan.

Participants
307,467
Median plan assets
$38.5M
Median plan participants
667
Median fees per plan
$17K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Duke Energy Corporation, plan 001NC$5.0B25,088
Pace Industry Union-Management Pension FundTN$3.0B59,464
Kimley Horn and Associates, Inc.NC$2.9B11,508
Hilton Domestic Operating Company, Inc., plan 101VA$2.6B35,839
Duke Energy Corporation, plan 012NC$2.4B13,789
Lexmark International, plan 002KY$1.3B2,783
First-Citizens Bank & Trust Company, plan 001NC$1.2B4,420
Brightspring Health ServicesKY$914M51,070
Electrical Workers Local Union No. 369 Retirement FundKY$631M5,137
Board of Trustees of Graphic Arts Industry Joint Pension PlanVA$567M8,221
The Board of Trustees USW Industry 401(k) FundTN$427M13,419
New Lexington Clinic, P.S.C.KY$340M2,099
First Citizens Bank & Trust Company, plan 005NC$319M3,318
Lexmark International, Inc., plan 001KY$310M2,480
First-Citizens Bank & Trust Company, plan 004NC$269M1,420
Loudon Medical Group, P.C.VA$232M1,743
Southern Graphics Inc.KY$219M1,619
First Advantage CorporationGA$205M2,445
Steel Technologies LLCKY$204M1,863
Hitachi High-Tech America, Inc.IL$200M866
Fletcher Jones Management Group, LLCNV$193M2,595
Advics North America, Inc.OH$191M2,141
Hilton Domestic Operating Co, Inc, plan 100VA$184M2,279
Atria Senior Living, Inc.KY$179M9,786
Burger King CorporationFL$121M944

Top client states

  • KY25 plans
  • IL14 plans
  • NC12 plans
  • VA11 plans
  • SC4 plans

Frequently asked questions

Who uses Cherry Bekaert LLP?
88 retirement plans list Cherry Bekaert LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Duke Energy Corporation, Pace Industry Union-Management Pension Fund, Kimley Horn and Associates, Inc. and Hilton Domestic Operating Company, Inc.. Most client plans are sponsored in KY, IL and NC.
How many plans does Cherry Bekaert LLP serve?
Cherry Bekaert LLP serves 88 retirement plans with $26.0B in plan assets and 307,467 participants, based on the latest Form 5500 filings through 2024.
What does Cherry Bekaert LLP charge?
Plans reported $1.8M in total Schedule C compensation paid to Cherry Bekaert LLP. The median plan paid $17K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served88+32 YoYRank #226 of mapped providers
Assets under administration$26.0B0.0%Rank #694 by share of filed assets
Fees received$2MMedian $16,944/planSum across Schedule C direct + indirect
Net wins YoY+3155 won - 24 lostPlan-level switch detection

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