Back to filter
Original filing (PDF)20251007151240NAL0008401568001
CHARLESGATE PROPERTY MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
CHARLESGATE 401(K) PLAN
401(k) retirement plan
Active participants
101
Accounts w/ balance
81
Plan assets (EOY)
$881K
Net assets (EOY)
$881K
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLESGATE PROPERTY MANAGEMENT LLC.
Plan sponsor
Name
CHARLESGATE PROPERTY MANAGEMENT LLC
EIN
45-5048768
Address
867 BOYLSTON STREET, 3RD FLOOR · BOSTON, MA · 02116
Phone
(857) 383-3110
Industry
Real Estatesee all
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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size Real Estate plans
AGRI-MANAGEMENT FARM SERVICES, LLC
AGRI - MANAGEMENT SERVICES 401(K) RETIREMENT PLAN
$881K · 17 participants
ALLIANT PROPERTY MANAGEMENT, LLC
ALLIANT 401(K) PLAN
$880K · 118 participants
MILWIN MANAGEMENT, INC.
MILWIN MANAGEMENT CASH BALANCE PLAN
$879K · 5 participants
DAVID N. SCHULTZ, INC.
DAVID N. SCHULTZ 401(K) RETIREMENT PLAN
$882K · 14 participants
ZEPPELIN DEVELOPMENT INC
ZEPPELIN DEVELOPMENT, INC. 401(K) PLAN
$883K · 11 participants
STARPOINT PROPERTY MANAGEMENT
STARPOINT 401K
$878K · 45 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B