Employers › Cambridge Information Group
Recordkeeping fees per participant · Cambridge Information Group, Inc. 401(k) Retirement Plan · plan year 2024
$48.54
Higher than 48% of the 1,697 plans $250M to 1B that report it.
= $73,144 / 1,507
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251003114038NAL0000781907001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003114038NAL0000781907001, received 2025-10-03
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-03.
Administrative expenses excluding investment management, per participant
$111.27
Higher than 81% of the 2,324 plans $250M to 1B that report it.
= $167,681 / 1,507
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251003114038NAL0000781907001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003114038NAL0000781907001, received 2025-10-03
Administrative expenses per participant
$143.75
Higher than 79% of the 2,405 plans $250M to 1B that report it.
= $216,627 / 1,507
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003114038NAL0000781907001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003114038NAL0000781907001, received 2025-10-03
Administrative expenses as a share of assets
0.086%
Higher than 58% of the 2,407 plans $250M to 1B that report it.
= $216,627 / $251,534,306
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003114038NAL0000781907001, received 2025-10-03
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251003114038NAL0000781907001, received 2025-10-03
Employer contributions per participant
$426
Higher than 3% of the 2,457 plans $250M to 1B that report it.
= $641,766 / 1,507
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003114038NAL0000781907001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003114038NAL0000781907001, received 2025-10-03
Employer share of total contributions
26.4%
Higher than 34% of the 2,459 plans $250M to 1B that report it.
= $641,766 / $2,427,119
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003114038NAL0000781907001, received 2025-10-03
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251003114038NAL0000781907001, received 2025-10-03
Plan terms are not published in public filings.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251003114038NAL0000781907001, received 2025-10-03
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CAMBRIDGE INFORMATION GROUP, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Plan name | CAMBRIDGE INFORMATION GROUP, INC. 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Sponsor EIN / plan number | 52-1088476 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Sponsor location | BETHESDA, MD | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Industry (business code) | 519100, Information | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Filing received | 2025-10-03 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Participants, beginning of year | 1,621 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Active participants | 352 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Participants, end of year | 1,585 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Participants with an account balance | 1,507 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Total assets, beginning of year | $241,396,026 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Total assets, end of year | $251,534,306 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Net assets, end of year | $251,534,306 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Total income | $35,859,990 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Net income | $8,961,793 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Employer contributions | $641,766 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Participant contributions | $1,562,809 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Other contributions (incl. rollovers) | $222,544 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Total contributions | $2,427,119 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Benefit payments | $26,681,570 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Total expenses (incl. benefit payments) | $26,898,197 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Total administrative expenses | $216,627 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Recordkeeping fees | $73,144 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| IQPA audit fees | $14,560 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Investment advisory and management fees | $48,946 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Administrative expenses excluding investment management | $167,681 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Held in common/collective trusts | $159,795,222 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Held in mutual funds | $82,667,486 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251003114038NAL0000781907001, received 2025-10-03 |
| Independent auditor | CBIZ CPAS P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251003114038NAL0000781907001, received 2025-10-03 |
Position = column in the DOL layout for form year 2024. Filing 20251003114038NAL0000781907001, received 2025-10-03.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| CREATIVE PLANNING LLC | NONE | 16 Consulting (general); 50 Direct payment from the plan | $79,978 | no |
| T ROWE PRICE RPS INCrecordkeeper | NONE | 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 28 Investment management; 33 Securities brokerage; 37 Participant loan processing; 38 Participant communication; 49 Other services; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 55 Other commissions; 59 Shareholder servicing fees; 62 Float revenue; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $73,144 | yes |
| EDELMAN FINANCIAL ENGINES | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $48,946 | no |
| MARCUM LLP | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $14,560 | no |
| ARMOR INVESTMENT ADVISORS LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $6,374 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 55 Other commissions; 59 Shareholder servicing fees; 62 Float revenue; 71 Securities brokerage commissions and fees | $426 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251003114038NAL0000781907001, received 2025-10-03.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $241,396,026 | $251,534,306 | 4.2% |
| Participants with a balance | 1,575 | 1,507 | -4.3% |
| Administrative expenses | $228,490 | $216,627 | -5.2% |
| Recordkeeping fees per participant | $49.92 | $48.54 | -2.8% |
| Employer contributions | $578,729 | $641,766 | 10.9% |
Prior filing 20241011152824NAL0012705347001, received 2024-10-11; the plan years are contiguous.
Sponsor name as filed: CAMBRIDGE INFORMATION GROUP, INC.; SEC registrant: Cambridge Information Group, Inc (CIK 1337266, matched by EIN).