Charles River Arc 401(K) Plan — Form 5500 plan (The Charles River Center)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Charles River Arc 401(K) Plan is a benefit plan reported by The Charles River Center under EIN 04-2393108 and plan number 001. The latest loaded filing year is 2023. The filing reports 611 participants and $5,980,192 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Charles River Center
- EIN
- 04-2393108
- Plan number
- 001
- Plan type
- 2
- Location
- Needham, MA
- Latest filing year
- 2023
- Participants
- 611
- End-of-year plan assets
- $5,980,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 611 | H, C | 20250321143114NAL0008150705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,980,192
- Net assets (EOY)
- $5,980,192
- Net assets (BOY)
- $4,802,752
Income & contributions
- Employer contributions
- $86,942
- Participant contributions
- $476,041
- Total contributions
- $675,470
- Total income / additions
- $1,394,729
Expenses & distributions
- Benefits paid
- $182,860
- Administrative expenses
- $34,429
- Total expenses
- $217,289
- Net increase / (decrease)
- $1,177,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CUSTODIAN, RECORDKEEPER | $21,588 | not reported in the loaded dataset | 2023 |
| Rpw Solutions, LLC. | TPA, ADVISOR | $10,449 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners, LLC | BROKER DEALER OF ADVISOR | $2,392 | not reported in the loaded dataset | 2023 |