Plan Ledger DOL Form 5500 · updated monthly

Charles River Analytics Inc.401(k)

CHARLES RIVER ANALYTICS PROFIT SHARING PLAN · CAMBRIDGE, MA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Charles River Analytics Inc. reported $6,443 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,103 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 2 years on file its reported administrative ratio fell from 0.02% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 543rd-largest of 2,726 plans among Massachusetts employers on file, and the 2,056th of 11,654 in professional & technical services. In 2024, employees put in $4.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$70,255,293
Participants with balances267
Active participants145
Employer contributions$449,889
Employee contributions$2,015,655
Employer contribution per active participant$3,103
Average account balance$263,128
Benefits paid to participants$4,494,851
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$70.3M · 267 accts · $450K emplr
2023$59.0M · 271 accts · $547K emplr
2022$47.1M · 269 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,972
Investment management$4,471
Total administrative$6,443
The Charles River Analytics Inc. 401(k) match · 2024
Employer contribution per active participant$3,103
Median for plans this size$3,635
2024$3,103 per active participant
2023$3,747 per active participant

Charles River Analytics Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,763

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

Administrative cost history3
2024$6,443 · 0.01%
2023$8,202 · 0.02%
2022$10,125 · 0.02%
All plans at this employer2
CHARLES RIVER ANALYTICS PROFIT SHARING PLAN401(k)
CHARLES RIVER ANALYTICS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Sasaki Associates, Inc. MA$73.3M · 0.16%
Biontech US Inc. MA$71.6M · 0.20%
Wolf & Company, P.C. MA$70.9M · 0.23%
Bowditch & Dewey, LLP MA$70.2M · 0.04%
Aafcpas, Inc. MA$68.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042803764 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.