# Chestnut Hill Realty Corp. 401(k) Plan
Source: https://planprovider.pro/companies/chestnut-hill-realty-corp-401k-plan

> Chestnut Hill Realty Corp.'s 401(k) plan: 218 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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