Plan Snapshot
- Plan Sponsor: Cha General Services, INC.
- Sponsor EIN: 043561265
- Sponsor Address: 230 HIGHLAND AVENUE, SOMERVILLE, MA, 02143
- Plan Type: 401(k)
- Total Participants: 3,901
- Total Assets: $358.3M
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 | 3,901 | $358.3M | $8.4M | $19.7M |
| 2023 | 3,678 | $315.9M | $7.4M | $17.6M |
| 2022 | 3,521 | $280.4M | $7.0M | $16.0M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $84,025 | — | $84,025 |
| SAGEVIEW ADVISORY GROUP | BROKER | $36,844 | — | $36,844 |
| CARON & BLETZER, PLLC | AUDITOR | $15,900 | — | $15,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- SAGEVIEW ADVISORY GROUP — BROKER
- CARON & BLETZER, PLLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,769
- Estimated Expense Ratio: 0.038% 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 | $136,863 | $36,844 | — | $15,900 | — |
| 2023 | $151,964 | $55,632 | — | $14,500 | — |
| 2022 | $308,336 | $63,652 | — | — | $13,100 |