Original filing (PDF)20241015151701NAL0014942371001

Charles Rose Architects, Inc.

Name: Charles Rose Architects, Inc. — CRA, Inc. Cash, Form 5500 (2023)
Creator: Charles Rose Architects, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CRA, Inc. Cash Balance Plan

Defined-benefit pension plan · Charles Rose Architects, Inc.'s CRA, Inc. Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

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

EIN 04-3416971

Plan number 002

Plan year 2023

ACK ID 20241015151701NAL0014942371001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Charles Rose Architects, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Charles Rose Architects, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-31

Filed

2024-10-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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