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  2. CHARLES RIVER ANALYTICS, INC.
Sponsor portfolioTH

CHARLES RIVER ANALYTICS, INC.

EIN 04-2803764-computer software-Latest filing 2025
Plans
3
Retirement
2
$99.1M assets
Welfare
1
$305K premiums
Participants
705
625 MT. AUBURN STREET - CAMBRIDGE, MA 02138617-491-3474cra.comLinkedIn51-200 employeescomputer software
Plans on this EIN
3 filings
#001401k-$70.3M - 277 part#002ESOP-$28.9M - 299 part#501Mixed-$305K - 306 lives

Retirement portfolio analytics

2 plans aggregated / $99.1M assets / 576 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PROFIT SHARING PLAN (#001)71%
  • EMPLOYEE STOCK OWNERSHIP (#002)29%
Total $99.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)299
  • PROFIT SHARING PLAN (#001)277
Total 576Click row to drill in

Benefits portfolio analytics

1 plan / $305K premiums / 306 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$156K
  • Life$156K
  • Short-term disability$156K
  • Long-term disability$156K
  • Other$156K
  • Dental$149K
Total $305K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • PRINCIPAL LIFE INSURANCE COMPANY51%
  • DELTA DENTAL OF CALIFORNIA49%
Total $305K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AMR BENEFITS MANAGEMENT, LLC100%
Total $24K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CHARLES RIVER ANALYTICS PROFIT SHARING PLAN

401k

Assets$70.3M
Participants277
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CHARLES RIVER ANALYTICS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$28.9M
Participants299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHARLES RIVER ANALYTICS, INC. GROUP BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$305K
Covered lives306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CHARLES RIVER ANALYTICS PROFIT SHARING PLAN401k$70.3M2772024
002CHARLES RIVER ANALYTICS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$28.9M2992024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHARLES RIVER ANALYTICS, INC. GROUP BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$305K3062025
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