Privacy Policy

Cherry Park Advisory Group ("Cherry Park," "we," "us," or "our") is committed to protecting the privacy of visitors to this website and clients engaged with our practice. This Privacy Policy describes the information we collect, how we use it, and the choices you have.

1. Information we collect

We collect information you provide directly, information automatically collected when you use the site, and, in limited circumstances, information from third parties.

Information you provide

• Contact information you submit through site forms or by email — name, company, role, email address, phone number, and any details you include in your message.
• Information shared in the course of an engagement, including the plan documents, filings, and operational data necessary to perform compliance, advisory, or remediation work.

Information collected automatically

• Standard server logs — IP address, browser type, pages visited, referring URL, and timestamps.
• Cookies and similar technologies used for basic site functionality and analytics.

2. How we use your information

• To respond to inquiries and provide the services you request.
• To perform contracted work, including health & welfare plan compliance diagnostics, Form 5500 preparation and review, Schedule A analysis, and audit support.
• To operate, maintain, secure, and improve the site.
• To comply with applicable legal, regulatory, and professional obligations.

3. How we share information

We do not sell personal information. We share information only:

• With service providers that support our operations — hosting, email, analytics — subject to confidentiality obligations.
• With your authorization, in connection with a specific engagement (for example, with your broker, CPA, or counsel).
• When required by law, valid legal process, or to protect rights and safety.

4. Cookies and analytics

We use cookies for essential site functionality and analytics services (including Google Analytics) to understand site usage and improve content. You may disable cookies in your browser settings, although some features may not function as intended.

5. Data security

We maintain administrative, technical, and physical safeguards designed to protect the information we hold. No system is fully secure, and information you submit is shared at your own discretion.

6. Confidentiality of engagement information

Information you share in connection with an engagement is treated as confidential and used solely for the purpose of performing that engagement, consistent with any executed nondisclosure agreement and applicable professional standards.

7. Your rights and choices

Depending on your location, you may have rights to access, correct, delete, or restrict use of personal information we hold about you. To exercise these rights, or to ask a question about this Policy, contact us using the details below.

8. Children's privacy

The site and our services are directed to businesses and professional advisors. We do not knowingly collect personal information from children under 13.

9. Changes to this Policy

We may update this Privacy Policy from time to time. The "Effective" date above will reflect the most recent revision. Material changes will be communicated through the site or, where appropriate, directly to clients.

10. Contact us

Questions about this Privacy Policy or our information practices may be directed to: