Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARLES RIVER PARTNERS INC.
EIN 81-1322739law practiceLatest filing 2025
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
6
142 KINGS GRANT RD - WESTON, MA 02493877-735-7723charlesriverlaw.comLinkedIn1001-5000 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.0M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CHARLES RIVER HERITAGE CASH BALANCE PLAN
CashBalance
Assets$1.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CHARLES RIVER PARTNERS INC. 401(K) PLAN
401k
Assets$846K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHARLES RIVER HERITAGE CASH BALANCE PLAN | CashBalance | $1.1M | 3 | 2024 | |
| 001 | CHARLES RIVER PARTNERS INC. 401(K) PLAN | 401k | $846K | 3 | 2025 |
Retirement plans