Plan Snapshot
- Plan Sponsor: Cambridge Health Alliance Physicians Organization, INC.
- Sponsor EIN: 043167608
- Sponsor Address: 350 MAIN STREET, MALDEN, MA, 02148
- Plan Type: 401(k)
- Total Participants: 564
- Total Assets: $245.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 564 | $245.2M | $4.2M | $9.3M |
| 2023 | 619 | $231.9M | $3.9M | $8.5M |
| 2022 | 653 | $193.8M | $3.7M | $7.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | $15,000 | — | $15,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.006% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $46,699 | $27,686 | — | $15,000 | — |
| 2023 | $58,270 | $39,659 | — | $14,100 | — |
| 2022 | $190,067 | $40,582 | — | — | $13,100 |