How big is Charles Rose Architects, Inc.'s plan?

Charles Rose Architects, Inc.'s plan reported $513K in assets and 4 participants for 2024.

Original filing (PDF)20250820102603NAL0003140481001

Charles Rose Architects, Inc.

Name: Charles Rose Architects, Inc. — CRA 401(k) Profit, Form 5500 (2024)
Creator: Charles Rose Architects, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CRA 401(k) Profit Sharing Plan

401(k) retirement plan · Charles Rose Architects, Inc.'s CRA 401(k) Profit Sharing Plan held $513K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$513K

Net assets (EOY)

$513K

Plan identifiers

Charles Rose Architects, Inc.'s EIN is 04-3416971.

EIN 04-3416971

Plan number 001

Plan year 2024

ACK ID 20250820102603NAL0003140481001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

CHARLES ROSE ARCHITECTS, INC.

EIN

all filings

Address

115 WILLOW AVENUE · SOMERVILLE, MA · 02144

Phone

(617) 628-5033

Industry

Professional & Technical Services

Plan administrator