# Charles River Community Health, INC. 403(b) Plan
Source: https://planprovider.pro/companies/charles-river-community-health-inc-237221597-001

> Charles River Community Health, INC.'s 403(b) plan: 220 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charles River Community Health, INC.

- **Sponsor EIN:** 237221597

- **Sponsor Address:** 495 WESTERN AVENUE, BRIGHTON, MA, 02135

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 220

- **Total Assets:** $8.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|220|$8.6M|$0|$622,722|

| 2023|198|$8.6M|$0|$634,571|

| 2022|190|$7.9M|$0|$593,824|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$50,357|—|$50,357|

| DAVINCI CAPITAL MANAGEMENT|Investment Advisor|$21,304|—|$21,304|

| THE ANGELL PENSION GROUP INC|Other Service Provider|$1,900|$8,547|$10,447|

| EMPOWER ADVISORY GROUP, LLC|Investment Advisor|$5,063|—|$5,063|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $87,171

- **Estimated Expense Ratio:** 1.018% 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|$78,624|$26,367|—|—|—|

| 2023|$71,557|—|—|—|—|

| 2022|$65,543|—|—|—|—|

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