Plan Snapshot
- Plan Sponsor: Chateau Restaurant Of Waltham, INC
- Sponsor EIN: 042375402
- Sponsor Address: 195 SCHOOL STREET, WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 360
- Total Assets: $13.9M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 360 | $13.9M | $0 | $302,048 |
| 2023 | 374 | $11.5M | $0 | $302,288 |
| 2022 | 367 | $9.7M | $0 | $293,332 |
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 |
|---|---|---|---|---|
| MAYFLOWER FINANCIAL ADVISORS, LLC | INVESTMENT/FINANCIAL ADVI | $9,295 | — | $9,295 |
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,295
- Estimated Expense Ratio: 0.067% 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 | $15,785 | $14,224 | — | — | — |
| 2023 | $15,890 | $14,480 | — | — | — |
| 2022 | $15,707 | — | — | — | — |