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Original filing (PDF)20250714081603NAL0000782913002
CHA GENERAL SERVICES, INC.
Form 5500
FILING_RECEIVED
THE CAMBRIDGE HEALTH ALLIANCE PARTNERSHIP PLAN
403(b) retirement plan
Active participants
3,901
Accounts w/ balance
3,879
Plan assets (EOY)
$358.3M
Net assets (EOY)
$358.3M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHA GENERAL SERVICES, INC..
Plan sponsor
Name
CHA GENERAL SERVICES, INC.
EIN
04-3561265
Address
230 HIGHLAND AVENUE · SOMERVILLE, MA · 02143
Phone
(617) 591-4532
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $84K | — |
Broker
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | BROKER | $37K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | AUDITOR | $16K | — |
Investments
26 direct securities· $306.3M(85% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price All-Cap Opportunities Inv Fund " | — | — | — | $36.7M | 10.2% | |
| Vanguard Institutional Index I Fund " | — | — | — | $33.8M | 9.4% | |
| Vanguard Extended Market Index I Fund " | — | — | — | $27.3M | 7.6% | |
| T. Rowe Price Retirement 2040 Fund " | — | — | — | $21.6M | 6.0% | |
| T. Rowe Price Retirement 2030 Fund " | — | — | — | $20.3M | 5.7% | |
| T. Rowe Price Retirement 2050 Fund " | — | — | — | $18.8M | 5.3% | |
| T. Rowe Price Retirement 2035 Fund " | — | — | — | $17.2M | 4.8% | |
| T. Rowe Price Retirement 2045 Fund " | — | — | — | $16.6M | 4.6% | |
| T. Rowe Price Retirement 2020 Fund " | — | — | — | $15.9M | 4.4% | |
| MFS Value R3 Fund " | — | — | — | $15.3M | 4.3% | |
| T. Rowe Price Retirement 2055 Fund " | — | — | — | $15.1M | 4.2% | |
| T. Rowe Price Retirement 2025 Fund " | — | — | — | $14.0M | 3.9% | |
| American Funds EuroPacific Growth R6 Fund Mutual fund | — | — | — | $8.5M | 2.4% | |
| Dodge & Cox Income X Fund " | — | — | — | $7.6M | 2.1% | |
| T. Rowe Price Retirement 2060 Fund " | — | — | — | $6.4M | 1.8% | |
| Transamerica Government Money Market R4 Fund " | — | — | — | $5.2M | 1.5% | |
| Vanguard Total Bond Market Index I Fund " | — | — | — | $5.2M | 1.4% | |
| Vanguard Total International Stock Index I Fund " | — | — | — | $5.1M | 1.4% | |
| Nuveen Large Cap Responsible Equity R6 Fund " | — | — | — | $4.8M | 1.4% | |
| T. Rowe Price Retirement Balanced Fund " | — | — | — | $4.5M | 1.2% | |
| Vanguard Inflation Protected Securities Adm Fund " | — | — | — | $2.1M | 0.6% | |
| T. Rowe Price Retirement 2010 Fund " | — | — | — | $1.5M | 0.4% | |
| Transamerica Personal Choice Self-directed brokerage accounts | — | — | — | $1.4M | 0.4% | |
| T. Rowe Price Retirement 2015 Fund " | — | — | — | $900K | 0.3% | |
| DFA International Sustainability Core 1 Fund " | — | — | — | $452K | 0.1% | |
| T. Rowe Price Retirement 2065 Fund " | — | — | — | $28K | <0.1% |