Providers › Accounting and auditing
Service provider · Schedule C, plan year 2024
Cherry Bekaert LLP
Most often reported for accounting and auditing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Cherry Bekaert LLP is named as a service provider on the Schedule C of 67 retirement plans with 100 or more participants for plan year 2024, covering 267,472 participant records. Most often it is reported for accounting and auditing.
Reported compensation from those plans, direct and indirect, totalled $1.3M. Per plan, the median was $22.18 per participant, with the middle half of plans between $7.81 and $39.79. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Kentucky (23), Illinois (9) and Virginia (8).
In 2009 it appeared on 21 such filings; in 2024, 68. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $7.81 | $22.18 | $39.79 |
| Compensation as a share of plan net assets | 0.01% | 0.03% | 0.08% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Pace Industry Union-Management Pension Fund | Pace Industry Union-Management Pension Fund | TN | 60,684 | $2.82B | $53K |
| Brightspring Health Services Retirement Savings Plan | Brightspring Health Services | KY | 47,721 | $794M | $31K |
| Hilton 401(k) Plan | Hilton Domestic Operating Company, Inc. | VA | 36,894 | $2.30B | $67K |
| Duke Energy Legacy Pension Plan | Duke Energy Corporation | NC | 14,346 | $2.35B | $9,969 |
| Usw Industry 401(k) Plan | The Board of Trustees Usw Industry 401(k) Fund | TN | 12,604 | $396M | $27K |
| Atria Senior Living, Inc. 401(k) Plan | Atria Senior Living, Inc. | KY | 10,489 | $166M | $21K |
| Kimley-Horn and Associates, Inc. Retirement Savings and Pension Plan | Kimley Horn and Associates, Inc. | NC | 9,981 | $2.35B | $8,283 |
| Esa Management, LLC 401(k) Plan | Esa Management, LLC | NC | 8,096 | $80.9M | $27K |
| Earl Enterprises Retirement Savings Plan | Earl Enterprises Corporate, LLC | FL | 6,933 | $33.1M | $48K |
| First-Citizens Bank & Trust Company and Adopting Related Employers Pension Plan | First-Citizens Bank & Trust Company | NC | 4,492 | $1.09B | $32K |
| Hilton Hotels Retirement Plan | Hilton Domestic Operating Co., Inc. | VA | 4,465 | $246M | $56K |
| Electrical Workers Local 369 Retirement Fund | Electrical Workers Local 369 Retirement Fund | KY | 4,201 | $549M | $34K |
| Cit Group, Inc. Retirement Plan | First Citizens Bank & Trust Company | NC | 3,432 | $314M | $21K |
| Fletcher Jones Automotive Group Employee 401(k) Retirement Plan | Fletcher Jones Management Group, LLC | NV | 3,316 | $170M | $15K |
| Lexmark Savings Plan | Lexmark International | KY | 2,949 | $1.21B | $26K |
| Lexmark Retirement Growth Account Plan | Lexmark International, Inc. | KY | 2,529 | $313M | $26K |
| Mortenson Dental Partners Employee Stock Ownership Plan | Mortenson Family Dental Holdings, Inc. | KY | 2,220 | $70.9M | $17K |
| Steel Technologies LLC Retirement Savings Plan | Steel Technologies LLC | KY | 2,186 | $191M | $14K |
| New Lexington Clinic, P.S.C. Savings and Profit Sharing Plan | New Lexington Clinic, P.S.C. | KY | 2,000 | $295M | $18K |
| Advics 401(k) Plan | Advics North America, Inc. | OH | 1,982 | $174M | $3,650 |
| Loudoun Medical Group Retirement Plan | Loudon Medical Group, P.C. | VA | 1,888 | $200M | $21K |
| Southern Graphics Inc. Savings Plan | Southern Graphics Inc. | KY | 1,683 | $202M | $30K |
| Tom Wood Group 401(k) Profit Sharing Plan | Tom Wood, Inc. | IN | 1,534 | $69.0M | $12K |
| First Citizens Bank & Trust Company, Inc. Pension Plan | First-Citizens Bank & Trust Company | NC | 1,443 | $243M | $21K |
| Southwestern University Regular Retirement Plan for All Employees | Southwestern University | TX | 1,067 | $117M | $15K |
| Fusion 401(k) Plan | Fusion Management Services LLC | GA | 1,038 | $77.4M | $2,718 |
| Citizens Financial Corp. 401(k) Savings Plan and Trust Agreement | Citizens Financial Corporation, Inc. | KY | 1,001 | $20.5M | $13K |
| Hitachi High-Tech America, Inc. Shared Savings Plan | Hitachi High-Tech America, Inc. | IL | 908 | $194M | $27K |
| Allied Benefit Systems, LLC Retirement Savings Plan | Allied Benefit Systems, LLC | IL | 905 | $33.3M | $37K |
| Southeast Christian Church Restated Retirement and Savings Plan | Southeast Christian Church of Jefferson County, Kentucky, Inc. | KY | 878 | $39.8M | $11K |
| Lexmark Retirement Growth Account Plan II | Lexmark International, Inc. | KY | 876 | $11.6M | $23K |
| Sypris Solutions 401(k) Merged Retirement Savings Plan | Sypris Solutions, Inc. | KY | 828 | $70.5M | $20K |
| Ventas, Inc. 401(k) Profit Sharing Plan | Ventas, Inc. | IL | 742 | $90.4M | $21K |
| Wagner Industries, LLC 401(k) Retirement Plan | Wagner Industries, LLC | MO | 671 | $10.9M | $17K |
| Warren Wilson College 403(b) DC Plan | Warren Wilson College, Inc. | NC | 633 | $41.9M | $7,306 |
| Medical Management Services, Inc. 401(k) Plan | Medical Management Services, Inc. | VA | 628 | $19.0M | $12K |
| Family Allergy & Asthma Safe Harbor 401(k) Plan | Family Allergy Mso, LLC | KY | 588 | $37.2M | $14K |
| Hitachi High-Tech America, Inc. Retirement Plan | Hitachi High-Tech America, Inc. | IL | 576 | $74.0M | $23K |
| Intega, Inc. 401(k) Plan | Intega, Inc. | TX | 527 | $41.6M | $21K |
| Modern Welding Company 401(k) Savings Plan | Modern Welding Company, Inc. | KY | 484 | $33.9M | $11K |
Questions and answers
How many plans does Cherry Bekaert LLP serve?
67 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Cherry Bekaert LLP?
The median plan reported $22.18 per participant in direct and indirect compensation (67 plans reporting an amount), or 0.03% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Accounting (including auditing) (54 plans), Contract Administrator (4 plans), Consulting (general) (2 plans) and Recordkeeping and information management (2 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.