Cherry Tree Dental LLC401(k)
CHERRY TREE DENTAL LLC 401(K) PROFIT SHARING PLAN & TRUST · MADISON, WI · plan year 2024
Cherry Tree Dental LLC reported $46,947 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.41% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,256th of 1,936), and the 5,597th of 11,911 in health care & social assistance. active participation has shrunk from 356 to 300 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Cherry Tree Dental LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 208292304 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.