How big is Charles River Analytics Inc.'s plan?

Charles River Analytics Inc.'s plan reported $70.3M in assets and 145 participants for 2024.

Original filing (PDF)20250924105353NAL0002974339001

Charles River Analytics Inc.

Name: Charles River Analytics Inc. — Charles River, Form 5500 (2024)
Creator: Charles River Analytics Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Charles River Analytics Profit Sharing Plan

401(k) retirement plan · Charles River Analytics Inc.'s Charles River Analytics Profit Sharing Plan held $70.3M in plan assets for 145 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

145

Accounts w/ balance

267

Plan assets (EOY)

$70.3M

Net assets (EOY)

$70.3M

People on this filing

Michael Tobin signed Charles River Analytics Inc.'s 2024 Form 5500 as plan administrator.

Michael Tobin — 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

Charles River Analytics Inc.'s EIN is 04-2803764.

EIN 04-2803764

Plan number 001

Plan year 2024

ACK ID 20250924105353NAL0002974339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles River Analytics Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles River Analytics Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (90th percentile).
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

CHARLES RIVER ANALYTICS INC.

EIN

all filings

Address

625 MOUNT AUBURN ST. · CAMBRIDGE, MA · 02138

Phone

(617) 491-3474

Industry

Custom Computer Programming· Professional & Technical Services

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

2025-09-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3H · Sponsor in controlled / affiliated group

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$5K	—

Investments

36 direct securities· $70.3M(100% of reported assets)

Mutual Funds

$47.9M

23 holdings

Common Collective Trusts

$16.3M

4 holdings

Other securities

$4.1M

8 holdings

Self-Directed Brokerage

$2.0M

1 holding

					% of plan
Fidelity Investments FID 500 INDEX	Common Collective Trusts	—	—	$12.7M	18.1%
Fidelity Investments FID BLUE CHIP GR K	Mutual Funds	—	—	$8.2M	11.6%
Fidelity Investments FID CONTRAFUND K	Mutual Funds	—	—	$7.6M	10.8%
Fidelity Investments FID FREEDOM 2050 K	Mutual Funds	—	—	$3.9M	5.5%
Fidelity Investments FID FREEDOM 2055 K	Mutual Funds	—	—	$3.4M	4.9%
Fidelity Investments FID OTC K	Mutual Funds	—	—	$3.2M	4.5%
Fidelity Investments FID FREEDOM 2035 K	Mutual Funds	—	—	$2.8M	4.1%
Fidelity Investments FID FREEDOM 2030 K	Mutual Funds	—	—	$2.5M	3.6%
Fidelity Investments FID FREEDOM 2045 K	Mutual Funds	—	—	$2.1M	3.0%
Fidelity Investments FID GOVT MMKT	Mutual Funds	—	—	$2.1M	3.0%
Self directed brokerage accounts Self directed brokerage accounts	Self-Directed Brokerage	—	—	$2.0M	2.9%
Fidelity Investments FID FREEDOM 2025 K	Mutual Funds	—	—	$1.8M	2.5%
Fidelity Investments FID US BOND IDX	Common Collective Trusts	—	—	$1.7M	2.4%
Fidelity Investments FID INTL DISCOVERY K	Mutual Funds	—	—	$1.6M	2.3%
Fidelity Investments FID PURITAN K	Mutual Funds	—	—	$1.5M	2.2%
Columbia COL SEL MIDCP GR I2	Other securities	—	—	$1.5M	2.1%
Fidelity Investments FID EXTD MKT IDX	Common Collective Trusts	—	—	$1.5M	2.1%
Fidelity Investments FID FREEDOM 2060 K	Mutual Funds	—	—	$1.4M	1.9%
Principal PIF SMALL CAP R5	Other securities	—	—	$1.3M	1.9%
Fidelity Investments FID INTL INDEX	Mutual Funds	—	—	$1.3M	1.8%
Fidelity Investments FID LOW PRICED STK	Mutual Funds	—	—	$1.2M	1.8%
Fidelity Investments FID FREEDOM 2040 K	Mutual Funds	—	—	$1.0M	1.5%
Invesco DIVRS DIV R6	Mutual Funds	—	—	$920K	1.3%
Fidelity Investments FID HIGH INCOME	Mutual Funds	—	—	$896K	1.3%
Virtus Ceredex VRTS C MDCP VL EQ R6	Other securities	—	—	$504K	0.7%
Fidelity Investments FID ST TR BD IDX	Common Collective Trusts	—	—	$381K	0.5%
Fidelity Investments FID FREEDOM INC K	Mutual Funds	—	—	$260K	0.4%
Wells Fargo AS EMRG MKTS EQ R6	Other securities	—	—	$226K	0.3%
Neuberger Berman NB LRG CAP GRTH TR	Other securities	—	—	$210K	0.3%
maturing through 2034 $ -	Other securities	—	—	$168K	0.2%
Calvert EQUITY A	Other securities	—	—	$159K	0.2%
Fidelity Investments FID FREEDOM 2065 K	Mutual Funds	—	—	$89K	0.1%
Cohen & Steers COHEN & STEERS RLTY	Other securities	—	—	$47K	<0.1%
Fidelity Investments FID FREEDOM 2020 K	Mutual Funds	—	—	$32K	<0.1%
Pimco PIM LT US GOVT INST	Mutual Funds	—	—	$20K	<0.1%
Fidelity Investments FID FREEDOM 2010 K	Mutual Funds	—	—	$8K	<0.1%