Plan Ledger DOL Form 5500 · updated monthly

Charles River Recovery, LLC401(k)

CHARLES RIVER RECOVERY, LLC 401(K) PLAN · WESTON, MA · plan year 2024

Reported admin expense ratio · 2024
1.54%

Charles River Recovery, LLC reported $10,856 in plan administrative expenses for 2024: 1.54% of average plan assets, above the peer median. 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Massachusetts (2,646th of 2,726), and 10,976th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$914,003
Participants with balances287
Active participants151
Employer contributions—
Employee contributions$422,267
Employer contribution per active participant—
Average account balance$3,185
Benefits paid to participants$78,512
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,524
Investment management$3,332
Total administrative$10,856
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
ADP, INC. · Loan processing · Recordkeeping$7,523

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

Administrative cost history1
2024$10,856 · 1.54%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Advocate Healthcare, LLC MA$949K · 1.09%
Vitra Health Inc. MA$804K · 0.44%
Embrace Incorporated MA$768K · 1.47%
Communitas, Inc. MA$765K · 1.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 863791616 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.