Plan Snapshot
- Plan Sponsor: Cra International, INC.
- Sponsor EIN: 042372210
- Sponsor Address: 200 CLARENDON STREET, T-9, BOSTON, MA, 02116
- Plan Type: 401(k)
- Total Participants: 850
- Total Assets: $334.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 850 | $334.4M | $4.6M | $13.7M |
| 2023 | 898 | $293.0M | $4.5M | $13.2M |
| 2022 | 848 | $237.7M | $4.0M | $11.7M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $115,864 | — | $115,864 |
| ROCATON INVESTMENT ADVISORS LLC | Other Service Provider | $81,915 | — | $81,915 |
| GOLDMAN SACHS ASSET MANAGEMENT | Investment Advisor | $41,241 | — | $41,241 |
| GRANT THORNTON LLP | Auditor | $29,875 | — | $29,875 |
| TORTOISE INVESTMENT MANAGEMENT | Other Service Provider | $6,894 | — | $6,894 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- GOLDMAN SACHS ASSET MANAGEMENT — Investment Advisor
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $275,789
- Estimated Expense Ratio: 0.082% 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 | $278,787 | $133,049 | — | $29,875 | — |
| 2023 | $241,604 | $129,319 | — | — | — |
| 2022 | $282,203 | $154,146 | — | — | $24,149 |