CHERRY BEKAERT LLP
47 known aliases resolved via the canonical alias map
Market position · 2024
Plans served87+31 YoYRank #227 of mapped providers
Assets under administration$19.7B0.0%Market share · rank #678
Fees received$2MMedian $14,962/planSum across Schedule C direct + indirect
Net wins YoY+3155 won · 24 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical CHERRY BEKAERT LLP plan look like?
Service mix · median fees per plan
Count of plans where CHERRY BEKAERT LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 65 | $16,485 | |
Contract Administrator; Other servicesCode 13 | 6 | $4,635 | |
Other feesCode 99 | 6 | $11,483 | |
Recordkeeping fees; Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 4 | $6,150 | |
Consulting (general)Code 16 | 3 | $10,900 | |
ActuarialCode 11 | 1 | $21,262 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $17,324 | |
Recordkeeping feesCode 64 | 1 | $7,465 |
Competitor overlap
Percent of CHERRY BEKAERT LLP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under CHERRY BEKAERT LLP.
| Sponsor | From | Assets |
|---|---|---|
DUKE ENERGY CORPORATIONNC · 202777218-012 | NORTHERN TRUST COMPANY | $2.4B |
LEXMARK INTERNATIONALKY · 061308215-002 | MCM CPAS & ADVISORS LLP | $1.2B |
BRIGHTSPRING HEALTH SERVICESKY · 610875371-004 | FIDELITY INVESTMENTS INSTITUTIONAL | $794M |
BROWN-FORMAN CORPORATIONKY · 610143150-002 | HEWITT ASSOCIATES LLC | $478M |
LEXMARK INTERNATIONAL, INC.KY · 061308215-001 | MCM CPAS & ADVISORS LLP | $313M |
HILTON DOMESTIC OPERATING CO, INCVA · 384009972-100 | THE BANK OF NEW YORK MELLON | $246M |
SOUTHERN GRAPHICS INC.KY · 562555719-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $202M |
HITACHI HIGH-TECH AMERICA, INC.IL · 010569971-002 | JOHN HANCOCK LIFE INSURANCE COMPANY | $194M |
STEEL TECHNOLOGIES LLCKY · 610712014-002 | MCM CPAS & ADVISORS LLP | $191M |
ADVICS NORTH AMERICA, INC.OH · 300022045-001 | MCM CPAS & ADVISORS LLP | $174M |
Plans lost in 2024
Appeared last year under CHERRY BEKAERT LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
WOODS ROGERS VANDEVENTER BLACK PLCVA · 541294386-002 | FOTI FLYNN LOWEN & COMPANY PC | $121M |
BANDWIDTH INC.NC · 562242657-001 | EISNERAMPER LLP | $89M |
SENTINEL TECHNOLOGIES, INC.IL · 363199182-002 | MERRILL LYNCH PIERCE FENNER & SMITH | $88M |
ISCO INDUSTRIES, INC.KY · 610600157-001 | STRATEGIC ADVISORS, INC. | $77M |
LASERSHIP, INC.VA · 542015092-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $68M |
GOLDBERG LINDSAY & CO. LLCNY · 134164879-001 | AMERICAN FUNDS | $60M |
RICHARDSON ELECTRONICS, LTD.IL · 362096643-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $49M |
OLIVER PACKAGING, LLCNY · 371864363-001 | GLOBAL RETIREMENT PARTNERS LLC | $48M |
HARBOR GROUP MANAGEMENT CO.VA · 541329081-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $45M |
AGENCE FRANCE-PRESSEDC · 131534363-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $27M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PACE INDUSTRY UNION-MANAGEMENT PENSION FUNDTN · 116166763-001 | $2.8B | 60,684 | $52,815 | 6y | - |
DUKE ENERGY CORPORATIONNC · 202777218-012 | $2.4B | 14,346 | $9,969 | 1y | - |
KIMLEY HORN AND ASSOCIATES, INC.NC · 560885615-001 | $2.3B | 9,981 | $8,283 | 9y | - |
HILTON DOMESTIC OPERATING COMPANY, INC.VA · 384009972-101 | $2.3B | 36,894 | $66,720 | 8y | - |
LEXMARK INTERNATIONALKY · 061308215-002 | $1.2B | 2,949 | $25,900 | 1y | 1 |
FIRST-CITIZENS BANK & TRUST COMPANYNC · 560223230-001 | $1.1B | 4,492 | $31,500 | 2y | - |
BRIGHTSPRING HEALTH SERVICESKY · 610875371-004 | $794M | 47,721 | $30,975 | 1y | 1 |
BOARD OF TRUSTEES OF GRAPHIC ARTS INDUSTRY JOINT PENSION PLANVA · 521074215-001 | $567M | 8,221 | $43,241 | 1y | - |
ELECTRICAL WORKERS LOCAL 369 RETIREMENT FUNDKY · 610957563-001 | $549M | 4,201 | $34,000 | 2y | - |
BROWN-FORMAN CORPORATIONKY · 610143150-002 | $478M | 2,908 | $103,266 | 1y | - |
Flag exposure
82.8%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (47)
Raw Schedule C names collapsed into CHERRY BEKAERT LLP.
- CHERRRY BAKAERT LLP
- CHERRY BAEKART
- CHERRY BAEKERT
- CHERRY BAKAERT
- CHERRY BAKAERT LLP
- CHERRY BECKAERT LLP
- CHERRY BEHAERT, LLP
- CHERRY BEKAERT
- CHERRY BEKAERT & HOLLAND LLC
- CHERRY BEKAERT & HOLLAND LLP
- CHERRY BEKAERT & HOLLAND, LLP
- CHERRY BEKAERT ADVISORY LLC
- CHERRY BEKAERT AND HOLLAND, LLP
- CHERRY BEKAERT LLC
- CHERRY BEKAERT LLP
- CHERRY BEKAERT LLP.
- CHERRY BEKAERT WEALTH
- CHERRY BEKAERT WEALTH MA
- CHERRY BEKAERT WEALTH MANAGEMENT
- CHERRY BEKAERT WEALTH MANAGEMENT LL
- CHERRY BEKAERT WEALTH MANAGEMENT, L
- CHERRY BEKAERT WEALTH MGMT LLC
- CHERRY BEKAERT WEALTH MGT LLC
- CHERRY BEKAERT, LLP
- CHERRY BEKART
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for CHERRY BEKAERT LLP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 3 | 3.45% | 7.76% | -4.31 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 14 | 16.09% | 1.71% | +14.38 pp |
| Failed to provide benefit | 2 | 2.30% | 0.14% | +2.16 pp |
| Corrective distributions | 17 | 19.54% | 1.76% | +17.78 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with CHERRY BEKAERT LLP. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).