How big is The Charles River Center's plan?

The Charles River Center's plan reported $6.0M in assets and 530 participants for 2023.

Original filing (PDF)20250321143114NAL0008150705001

The Charles River Center

Name: The Charles River Center — Charles River ARC 401(k), Form 5500 (2023)
Creator: The Charles River Center
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Charles River ARC 401(k) Plan

401(k) retirement plan · The Charles River Center's Charles River ARC 401(k) Plan held $6.0M in plan assets for 530 participants in 2023, with Nationwide as recordkeeper.

Active participants

530

Accounts w/ balance

228

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Kevin Kacavich signed The Charles River Center's 2023 Form 5500 as plan administrator.

Kevin Kacavich — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Charles River Center's EIN is 04-2393108.

EIN 04-2393108

Plan number 001

Plan year 2023

ACK ID 20250321143114NAL0008150705001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Charles River Center from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Charles River Center's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE CHARLES RIVER CENTER.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

THE CHARLES RIVER CENTER

EIN

all filings

Address

59 EAST MILITIA HEIGHTS ROAD · NEEDHAM, MA · 02492

Phone

(781) 972-1000

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	—	COLUMBUS, OH	CUSTODIAN, RECORDKEEPER	$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RPW SOLUTIONS, LLC.	—	WILMINGTON, MA	TPA, ADVISOR	$10K	—
GLOBAL RETIREMENT PARTNERS, LLC	—

Investments

31 direct securities· $6.0M(100% of reported assets)

Mutual Funds

$4.3M

18 holdings

Other

$1.1M

1 holding

Other securities

$340K

8 holdings

Common Collective Trusts

$221K

4 holdings

					% of plan
[Assets held in registered investment companies (mutual funds)]	Other	—	—	$1.1M	18.3%
American Funds 2045 Target Date Retirement R6 Mutual Fund	Mutual Funds	—	—	$865K	14.5%
American Funds 2035 Target Date Retirement R6 Mutual Fund	Mutual Funds	—	—	$841K	14.1%
American Funds 2020 Target Date Retirement R6 Mutual Fund	Mutual Funds	—	—	$537K	9.0%
American Funds 2040 Target Date Retirement R6 Mutual Fund	Mutual Funds	—	—	$524K	8.8%
American Funds 2025 Target Date Retirement R6 Mutual Fund	Mutual Funds	—	—	$386K	6.5%
American Funds 2050 Target Date Retirement R6 Mutual Fund	Mutual Funds	—	—	$373K	6.2%
American Funds 2010 Target Date Retirement R6 Mutual Fund	Mutual Funds	—	—	$283K	4.7%
through October 2030 ‐	Other securities	—	—	$280K	4.7%
Vanguard 500 Index Fund AS Mutual Fund	Common Collective Trusts	—	—	$183K	3.1%
American Funds 2055 Target Date Retirement R6 Mutual Fund	Mutual Funds	—	—	$176K	2.9%
American Funds 2015 Target Date Retirement R6 Mutual Fund	Mutual Funds	—	—	$147K	2.5%
American Funds 2060 Target Date Retirement R6 Mutual Fund	Mutual Funds	—	—	$133K	2.2%
Legg Mason Clear Bridge Large Cap Growth Fund Class I Mutual Fund	Other securities	—	—	$31K	0.5%
MFS Value Fund R6 Mutual Fund	Mutual Funds	—	—	$23K	0.4%
American Funds EuroPacific Growth Fund R6 Mutual Fund	Mutual Funds	—	—	$20K	0.3%
Vanguard Mid‐Cap Index Fund AS Mutual Fund	Common Collective Trusts	—	—	$19K	0.3%
Vanguard Small‐Cap Index Fund AS Mutual Fund	Common Collective Trusts	—	—	$17K	0.3%
Federated Hermes Government Obligations Prmr Mutual Fund	Other securities	—	—	$15K	0.3%
American Funds Washington Mutual Investors Fund Class R6 Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
Carillon Eagle Mid Cap Growth Fund Class I Mutual Fund	Other securities	—	—	$4K	<0.1%
Allspring Special Mid Cap Value Inst Mutual Fund	Other securities	—	—	$4K	<0.1%
JPMorgan Undiscovered Managers Behavioral Value Fund Class R6 Mutual Fund	Other securities	—	—	$3K	<0.1%
Vanguard Total International Stock Index Fund AS Mutual Fund	Common Collective Trusts	—	—	$3K	<0.1%
American Funds Target Retirement 2065 R6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Invesco Global Fund Class Y Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Janus Henderson Triton N Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
American Funds Growth Fund American R6 Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
AB High Income Fund Class I Mutual Fund	Other securities	—	—	$1K	<0.1%
PIMCO Real Return Fund Inst Mutual Fund	Mutual Funds	—	—	$1K	<0.1%
Legg Mason Western Asset Core Plus Bond Fund Class I Mutual Fund	Other securities	—	—	$1K	<0.1%