AUMdb

Charles River Analytics Profit Sharing Plan

Sponsored by Charles River Analytics Inc. · EIN 042803764 · Plan #001

Total assets
$70.3M
Net assets
$70.3M
Active participants
145
With balances
267

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $4,763