Plans listing this provider
24
0.04% of the 56,420 plans with Schedule H financials; 19 in 2023
Providers › Cambridge Investment Group
Cambridge Investment Group
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $468,391
Assets of those plans
$728,871,896
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$468,391
96% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 23 |
| 26 | Investment advisory (participants) | 1 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Aya Healthcare Services, Inc 401(k) Plan | Aya Healthcare Services | $442,995,736 | 19,291 | $12,500 |
| Exxel Pacific, Inc. Benefit Plan | Exxel Pacific | $31,493,327 | 171 | $22,500 |
| Keystone Insurers Group, Inc. 401(k) Plan | Keystone Insurers Group | $27,490,294 | 226 | $64,079 |
| Element Biosciences 401(k) Plan | Element Biosciences | $27,481,189 | 401 | $23,192 |
| Jain America Holdings LLC 401(k) Plan | Jain America Holdings | $19,933,453 | 323 | $30,139 |
| Jain America Holdings LLC 401(k) Plan | Jain America Holdings | $19,801,320 | 0 | $30,139 |
| Housecall Pro 401(k) Plan | Codefied | $17,398,737 | 759 | $41,565 |
| Kedren Retirement Plan | Kedren Community Health Center | $17,388,357 | 500 | $32,628 |
| One Community Health 401(k) Plan | One Community Health | $15,189,030 | 327 | $18,696 |
| The Blair Companies Retirement Income Plan | Blair Image Elements | $11,745,359 | 363 | $21,945 |
| Lokey Automotive Group 401(k) Plan | Lokey Oldsmobile | $11,621,492 | 278 | $5,689 |
| WFP US LLC 401(k) Plan | Western Forest Products US | $10,414,768 | 263 | $23,081 |
| Teal Jones Lumber Services, Inc. 401(k) Plan | Teal Jones Lumber Services | $9,129,031 | 362 | $19,034 |
| Grizzly Imports, Inc. 401(k) Profit Sharing Plan & Trust | Grizzly Industrial | $8,746,084 | 203 | $11,438 |
| Burgerville, LLC 401(k) Plan | Burgerville | $8,163,247 | 116 | $18,608 |
| Compass Youth Services, LLC 401(k) Plan | Compass Youth Services | $8,146,450 | 250 | $37,631 |
| Sanisure LLC 401(k) Profit Sharing Plan | Sanisure | $7,571,804 | 282 | $22,437 |
| Sanisure LLC 401(k) Profit Sharing Plan | Sanisure | $7,571,804 | 282 | $22,437 |
| ST. Vincent de Paul Village 401(k) Profit Sharing Plan | ST. Vincent de Paul Village | $7,562,228 | 654 | $1,361 |
| Truline 401(k) Plan | Truline | $7,533,457 | 185 | $14,233 |
| Classic Home 401(k) Plan | Classic Concepts | $6,005,334 | 151 | $-16,735 |
| Democratic Party of Wisconsin 401(k) Profit Sharing Plan & Trust | Democratic Party of Wisconsin | $2,376,538 | 224 | $1,107 |
| Soapy Joe's 401(k) Plan | Soapy Joes Group | $2,364,898 | 494 | $7,476 |
| Hope Christian Health Center 403(b) Plan | Hope Christian Health Center | $747,959 | 147 | $3,211 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.