Plan Ledger DOL Form 5500 · updated monthly

Cha General Services, Inc.403(b)

THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN · SOMERVILLE, MA · plan year 2025

Reported admin expense ratio · 2025
0.04%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Cha General Services, Inc. reported $137,144 in plan administrative expenses for 2025: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,454 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.10% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 138th-largest of 2,726 plans among Massachusetts employers on file, and the 382nd of 11,911 in health care & social assistance. In 2025, employees put in $2.28 for every $1.00 the employer contributed; active participation has grown from 3,521 to 3,957 since 2022.

Plan summary
Net assets, end of year$411,519,287
Participants with balances4,029
Active participants3,957
Employer contributions$9,711,677
Employee contributions$22,123,535
Employer contribution per active participant$2,454
Average account balance$102,139
Benefits paid to participants$32,517,861
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$411.5M · 4,029 accts · $9.7M emplr
2024$358.3M · 3,879 accts · $8.4M emplr
2023$315.9M · 3,842 accts · $7.4M emplr
2022$280.4M · 3,660 accts · $7.0M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$92,307
Investment management$28,737
Audit (IQPA)$16,100
Total administrative$137,144
Employer contributions to the Cha General Services, Inc. plan · 2025
Employer contribution per active participant$2,454
Median for plans this size$4,295
2025$2,454 per active participant
2024$2,142 per active participant
2023$2,018 per active participant
2022$1,992 per active participant

Cha General Services, Inc.'s 2025 employer contribution ran below the $4,295 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20255
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$92,307
SAGEVIEW ADVISORY GROUP · Consulting · Insurance services$28,437
CARON & BLETZER, PLLC · Accounting / audit$16,100
CHARLES SCHWAB & CO, INC. · Securities brokerage$300
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025Transamerica
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$137,144 · 0.04%
2024$136,863 · 0.04%
2023$151,964 · 0.05%
2022$308,336 · 0.10%
Similar plansHealth Care & Social Assistance · Massachusetts
Mount Auburn Hospital MA$588.4M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043561265 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.