Charlesbridge Publishing, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Charlesbridge Publishing, INC.
  • Sponsor EIN: 042711808
  • Sponsor Address: 9 GALEN STREET SUITE 220, WATERTOWN, MA, 02472
  • Plan Type: 401(k)
  • Total Participants: 29
  • Total Assets: $7.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202429$7.2M$68,472$182,832
202328$6.2M$163,743$189,590
202224$5.3M$149,107$162,725

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