Charles River Analytics 401(k) match, vesting and fees
What Charles River Analytics' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Gray, Gray & Gray, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Charles River Analytics: employer contribution per participant | $1,685 | |
| Peer median | $2,521 |
| Charles River Analytics: average balance | $263,128 | |
| Peer median | $75,833 |
| Charles River Analytics: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $61.5M at the end of plan year 2021 to $70.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 277 | $70.3M | $450K | $1,685 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 280 | $59M | $547K | $2,019 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 275 | $47.1M | $0 | $0 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 286 | $61.5M | $2M | $7,203 | 0.02% | Not published | Form 5500 ↗ |
Other Charles River Analytics plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Charles River Analytics, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Gray, Gray & Gray LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Charles River Analytics match 401(k) contributions?
The match terms for the Charles River Analytics Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $450K in employer contributions, about $1,685 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Charles River Analytics 401(k) match vested?
The vesting schedule for the Charles River Analytics Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Charles River Analytics 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Charles River Analytics Inc..
I left Charles River Analytics. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Charles River Analytics Inc., (617) 491-3474) or the recordkeeper, Fidelity Investments Institutional. The Charles River Analytics old 401(k) page lists the contacts from every plan filing. Find an old Charles River Analytics 401(k)
Data from the public Form 5500 annual reports Charles River Analytics filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Charles River Analytics. Not financial advice. Report a correction · Methodology