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Sponsor portfolioTH

HEAD OF THE CHARLES REGATTA

EIN 04-3317489-sports-Latest filing 2025
Plans
2
Retirement
2
$557K assets
Welfare
0
Participants
8
PO BOX 380052 - CAMBRIDGE, MA 022380052781-662-9136hocr.orgLinkedIn1-10 employeessports
Plans on this EIN
2 filings
#001403b-$511K - 2 part#002401k-$46K - 6 part

Retirement portfolio analytics

2 plans aggregated / $557K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • 403(B) TDA PLAN (#001)92%
  • CHARLES REGATTA INC (#002)8%
Total $557KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CHARLES REGATTA INC (#002)6
  • 403(B) TDA PLAN (#001)2
Total 8Click row to drill in

Plan deep-dives

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

HEAD OF THE CHARLES REGATTA 403(B) TDA PLAN

403b

Assets$511K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HEAD OF CHARLES REGATTA INC

401k

Assets$46K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HEAD OF THE CHARLES REGATTA 403(B) TDA PLAN403b$511K22025
002HEAD OF CHARLES REGATTA INC401k$46K62025
Retirement plans
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