How big is Chestnut Hill Realty Corp.'s plan?

Chestnut Hill Realty Corp.'s plan reported $43.3M in assets and 218 participants for 2024.

Original filing (PDF)20251013074047NAL0001957570001

Chestnut Hill Realty Corp.

Name: Chestnut Hill Realty Corp. — Chestnut Hill Realty, Form 5500 (2024)
Creator: Chestnut Hill Realty Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Chestnut Hill Realty Corp. 401(k) Plan

401(k) retirement plan · Chestnut Hill Realty Corp.'s Chestnut Hill Realty Corp. 401(k) Plan held $43.3M in plan assets for 218 participants in 2024, with Transamerica as recordkeeper.

Active participants

218

Accounts w/ balance

489

Plan assets (EOY)

$43.3M

Net assets (EOY)

$43.3M

People on this filing

Carl Andersen signed Chestnut Hill Realty Corp.'s 2024 Form 5500 as plan administrator.

Carl Andersen — 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

Chestnut Hill Realty Corp.'s EIN is 04-2737440.

EIN 04-2737440

Plan number 001

Plan year 2024

ACK ID 20251013074047NAL0001957570001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chestnut Hill Realty Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chestnut Hill Realty Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHESTNUT HILL REALTY CORP..

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How this plan invests

This plan

3 pooled trusts

Schedule D

46 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

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

CHESTNUT HILL REALTY CORP.

EIN

all filings

Address

300 INDEPENDENCE DRIVE · CHESTNUT HILL, MA · 02467

Phone

(617) 323-2100

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$112K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MESIROW FINANCIAL, INC.	36-3194849	—	INVESTMENT ADVISORY-PLAN	$8K	—

Investments

46 direct securities · 3 pooled funds· $56.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trusts

$14.6M

14 holdings

Common Collective Trust

$13.8M

3 holdings

Other securities

$13.3M

15 holdings

Mutual Funds

$12.2M

11 holdings

Common Stocks

$2.1M

3 holdings

Bonds / Notes

$397K

1 holding

Stable Value

$311K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Transamerica$17.6M American Funds (Capital Group)$10.3M Vanguard$2.1M State Street / SPDR$1.8M Franklin Templeton$1.8M Loomis Sayles$1.6M T. Rowe Price$1.3M Eaton Vance / Calvert$972K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
OSAIC WEALTH INC	93-0987232	—	BROKER	$0	—

Name	EIN	Location	Relation	Direct comp	Indirect comp
WS CPAS P.C.	33-1755254	—	AUDITOR	$18K	—

					% of plan
TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001	Common Collective Trust	—	—	$12.8M	29.7%
American Funds Washington Mutual R6 Mutual Funds	Mutual Funds	—	—	$4.9M	11.2%
MainStay WMC Growth I Mutual Funds	Other securities	—	—	$4.7M	10.9%
Transamerica LifeGoal(SM) 2055 Fund Common/Collective Trust	Common Collective Trusts	—	—	$2.2M	5.2%
Transamerica LifeGoal(SM) 2050 Fund Common/Collective Trust	Common Collective Trusts	—	—	$2.2M	5.1%
Transamerica LifeGoal(SM) 2045 Fund Common/Collective Trust	Common Collective Trusts	—	—	$2.2M	5.0%
American Funds American Balanced R6 Mutual Funds	Mutual Funds	—	—	$2.1M	5.0%
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Funds	Common Collective Trusts	—	—	$2.1M	4.8%
ClearBridge Mid Cap I Mutual Funds	Other securities	—	—	$2.0M	4.6%
Transamerica Ret Solutions Corp Transamerica LifeGoal(SM) Rtmnt Fd	Common Stocks	—	—	$1.7M	3.9%
Loomis Sayles Core Plus Bond N Mutual Funds	Other securities	—	—	$1.6M	3.7%
T. Rowe Price Growth Stock Mutual Funds	Other securities	—	—	$1.3M	2.9%
Federated Hermes MDT Small Cap Core Fund - Class Inst Mutual Funds	Other securities	—	—	$1.2M	2.7%
American Funds Growth Fund of America R6 Mutual Funds	Mutual Funds	—	—	$1.1M	2.6%
Transamerica LifeGoal(SM) 2030 Fund Common/Collective Trust	Common Collective Trusts	—	—	$1.1M	2.6%
American Funds EuroPacific Growth R6 Mutual Funds	Mutual Funds	—	—	$1.1M	2.5%
Transamerica LifeGoal(SM) 2040 Fund Common/Collective Trust	Common Collective Trusts	—	—	$1.0M	2.3%
MFS Research International R6 Mutual Funds	Mutual Funds	—	—	$937K	2.2%
Transamerica LifeGoal(SM) 2025 Fund Common/Collective Trust	Common Collective Trusts	—	—	$908K	2.1%
Transamerica LifeGoal(SM) 2060 Fund Common/Collective Trust	Common Collective Trusts	—	—	$824K	1.9%
Templeton Foreign R6 Mutual Funds	Mutual Funds	—	—	$776K	1.8%
Transamerica Lg Gr R6	Other securities	—	—	$689K	1.6%
Transamerica LifeGoal(SM) 2035 Fund Common/Collective Trust	Common Collective Trusts	—	—	$589K	1.4%
American Funds AMCAP R6 Mutual Funds	Mutual Funds	—	—	$543K	1.3%
State Street Russell Small Cap Index NL Cl S Common/Collective Trust	Common Collective Trusts	—	—	$533K	1.2%
STATE ST RUSSELL SM CP IDX NL CL S STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 180	Common Collective Trust	—	—	$533K	1.2%
American Funds Fundamental Investors R6 Mutual Funds	Mutual Funds	—	—	$495K	1.1%
Calvert US Lg Cap Val Rspnb Idx I	Common Collective Trusts	—	—	$486K	1.1%
STATE ST S&P 500 INDX FD NL CL N STATE STREET · EIN 04-0025081 / PN 004	Common Collective Trust	—	—	$465K	1.1%
Allspring Government Securities Fund - Class Inst Mutual Funds	Other securities	—	—	$437K	1.0%
Participants Notes Receivable with interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$397K	0.9%
Transamerica High Yield Bond R6 Mutual Funds	Common Stocks	—	—	$328K	0.8%
Transamerica Stable Value Strategy Option Guaranteed Account	Stable Value	—	—	$311K	0.7%
Transamerica Large Core ESG R44 Mutual Funds	Other securities	—	—	$294K	0.7%
American Century Real Estate R6 Mutual Funds	Other securities	—	—	$262K	0.6%
American Century Emerging Markets R6 Mutual Funds	Other securities	—	—	$236K	0.5%
State Street Aggregate Bond Index K Mutual Funds	Other securities	—	—	$221K	0.5%
Artisan Small Cap Institutional Mutual Funds	Other securities	—	—	$217K	0.5%
iShares MSCI EAFE International Index K Mutual Funds	Common Collective Trusts	—	—	$203K	0.5%
JPMorgan Equity Index R6 Mutual Funds	Common Collective Trusts	—	—	$135K	0.3%
Franklin Small-Mid Cap Growth R6 Mutual Funds	Mutual Funds	—	—	$127K	0.3%
Transamerica LifeGoal(SM) 2065 Fund Common/Collective Trust	Common Collective Trusts	—	—	$122K	0.3%
JPMorgan Small Cap Value R6 Mutual Funds	Other securities	—	—	$87K	0.2%
Transamerica International Equity R6 Mutual Funds	Other securities	—	—	$78K	0.2%
Transamerica Capital, Inc. Transamerica Intl Eq R6	Common Stocks	—	—	$78K	0.2%
Franklin Small Cap Growth R6 Mutual Funds	Mutual Funds	—	—	$73K	0.2%
Loomis Sayles Investment Grade Bond A Mutual Funds	Other securities	—	—	$38K	<0.1%
American Funds Inflation Linked Bond R-6 Mutual Funds	Mutual Funds	—	—	$11K	<0.1%
Transamerica Trust Company Cash Reserve Account	Cash / Money Market	—	—	$2K	<0.1%

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