Plan Snapshot
- Plan Sponsor: Chestnut Hill Realty Corp.
- Sponsor EIN: 042737440
- Sponsor Address: 300 INDEPENDENCE DRIVE, CHESTNUT HILL, MA, 02467
- Plan Type: 401(k)
- Total Participants: 218
- Total Assets: $43.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 218 | $43.3M | $759,846 | $1.5M |
| 2023 | 198 | $37.7M | $750,948 | $1.4M |
| 2022 | 203 | $31.7M | $690,098 | $1.2M |
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 |
|---|---|---|---|---|
| WS CPAS P.C. | Auditor | $18,000 | — | $18,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,000
- Estimated Expense Ratio: 0.042% 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 | $138,323 | $8,184 | — | $18,000 | — |
| 2023 | $71,767 | $4,604 | — | — | — |
| 2022 | $23,492 | — | — | — | $18,000 |