# Chateau Restaurant Of Waltham, INC 401(k) Plan
Source: https://planprovider.pro/companies/chateau-restaurant-of-waltham-inc-401k-plan

> Chateau Restaurant Of Waltham, INC's 401(k) plan: 360 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/caron-bletzer) — 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|—|—|—|—|

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