# Cha General Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cha-general-services-inc-401k-plan

> Cha General Services, INC.'s 401(k) plan: 3,901 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [SAGEVIEW ADVISORY GROUP](https://planprovider.pro/provider/sageview-advisory-group) — BROKER

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cha-general-services-inc-401k-plan)

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