CHESTNUT HILL REALTY CORP. 401K PLAN

Plan Contact

  • Address: 300 INDEPENDENCE DRIVE,CHESTNUT HILL,MA
  • Contact person: CARL ANDERSEN
  • Phone: (617) 323-2100

Plan General Information

CHESTNUT HILL REALTY CORP. 401K PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of CHESTNUT HILL REALTY CORP. 401K PLAN is $37,731,338.00.This plan was established in 1998.

CHESTNUT HILL REALTY CORP. 401K PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in CHESTNUT HILL REALTY CORP. 401K PLAN is 446

CHESTNUT HILL REALTY CORP. 401K PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for CHESTNUT HILL REALTY CORP. 401K PLAN is $84,599.00

CHESTNUT HILL REALTY CORP. 401K PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for CHESTNUT HILL REALTY CORP. 401K PLAN is $3,250.00.

CHESTNUT HILL REALTY CORP. 401K PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in CHESTNUT HILL REALTY CORP. 401K PLAN is approximately $1,683.00
Investing in this additonal $1,683.00 for 20 years would give you extra $107,759.00, assuming a 10% annual return.

CHESTNUT HILL REALTY CORP. 401K PLAN Total Employer Contribution and Match Rate

In 2023, CHESTNUT HILL REALTY CORP. 401K PLAN allocates $750,948.00 to match its employees' contributions, providing an employer match rate of 55.27% of their contributions

CHESTNUT HILL REALTY CORP. 401K PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of CHESTNUT HILL REALTY CORP. 401K PLAN is 18.84%.

CHESTNUT HILL REALTY CORP. 401K PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for CHESTNUT HILL REALTY CORP. 401K PLAN is 19.70%. This measures the effectiveness of the plan participants' investments in the year.

CHESTNUT HILL REALTY CORP. 401K PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of CHESTNUT HILL REALTY CORP. 401K PLAN is 0.19%.

Enrollment Features

CHESTNUT HILL REALTY CORP. 401K PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …