Plan Snapshot
- Plan Sponsor: Charles River Analytics INC.
- Sponsor EIN: 042803764
- Sponsor Address: 625 MOUNT AUBURN ST., CAMBRIDGE, MA, 02138
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $70.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 145 | $70.3M | $449,889 | $2.0M |
| 2023 | 146 | $59.0M | $547,052 | $1.9M |
| 2022 | 140 | $47.1M | $0 | $1.9M |
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 |
|---|---|---|---|---|
| GRAY, GRAY & GRAY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRAY, GRAY & GRAY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $6,443 | $4,471 | — | — | — |
| 2023 | $8,202 | $6,976 | — | — | — |
| 2022 | $10,125 | $7,847 | — | — | — |