Plan Ledger DOL Form 5500 · updated monthly

Chestnut Hill Realty Corp.401(k)

CHESTNUT HILL REALTY CORP. 401K PLAN · CHESTNUT HILL, MA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Chestnut Hill Realty Corp. reported $138,323 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $3,486 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 rose from 0.07% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 777th-largest of 2,726 plans among Massachusetts employers on file, and the 328th of 2,096 in real estate & leasing. In 2024, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$43,255,586
Participants with balances489
Active participants218
Employer contributions$759,846
Employee contributions$1,477,472
Employer contribution per active participant$3,486
Average account balance$88,457
Benefits paid to participants$2,305,170
Plan auditUnmodified (clean) audit opinion
AuditorWS CPAS P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$43.3M · 489 accts · $760K emplr
2023$37.7M · 460 accts · $751K emplr
2022$31.7M · 440 accts · $690K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$112,139
Investment management$8,184
Audit (IQPA)$18,000
Total administrative$138,323
The Chestnut Hill Realty Corp. 401(k) match · 2024
Employer contribution per active participant$3,486
Median for plans this size$2,416
2024$3,486 per active participant
2023$3,793 per active participant
2022$3,399 per active participant

Chestnut Hill Realty Corp.'s 2024 employer contribution ran above the $2,416 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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$112,139
WS CPAS P.C. · Accounting / audit$18,000
MESIROW FINANCIAL, INC. · Investment advisory (plan)$8,184
OSAIC WEALTH INC · Insurance broker · Insurance servicesindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$138,323 · 0.34%
2023$71,767 · 0.21%
2022$23,492 · 0.07%
Same employer
Similar plansReal Estate & Leasing · Massachusetts
Ws Asset Management, Inc. MA$54.4M · 0.27%
New England Business Trust MA$45.8M · 0.28%
Peabody Properties, Inc. MA$40.4M · 0.43%
Cresa Partners Boston Inc MA$39.9M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042737440 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.