# Charlesbank Capital Partners, LLC 401(k) Plan
Source: https://planprovider.pro/companies/charlesbank-capital-partners-llc-plan-002

> Charlesbank Capital Partners, LLC's 401(k) plan: 179 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Charlesbank Capital Partners, LLC

- **Sponsor EIN:** 043419769

- **Sponsor Address:** 200 CLARENDON STREET, 54TH FLOOR, BOSTON, MA, 02116

- **Plan Type:** 401(k)

- **Total Participants:** 179

- **Total Assets:** $34.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|179|$34.2M|$1,000|$2.9M|

| 2023|144|$26.9M|-$1,500|$2.5M|

| 2022|118|$23.5M|$0|$1.7M|

## 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|

| CBIZ CPAS P.C.|Auditor|$4,137|—|$4,137|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,137

- **Estimated Expense Ratio:** 0.012% 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|$4,718|—|—|$4,137|—|

| 2023|$338|—|—|—|—|

| 2022|$225|—|—|—|—|

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