Plans listing this provider
100
0.18% of the 56,420 plans with Schedule H financials; 98 in 2023
Providers › Cambridge Investment Research Inc
Cambridge Investment Research Inc
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $2,221,898
Assets of those plans
$4,850,490,884
0.06% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,221,898
64% 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) | 65 |
| 55 | Other commissions | 24 |
| 50 | Direct payment from the plan | 23 |
| 99 | Other fees | 8 |
| 28 | Investment management | 7 |
| 49 | Other services | 7 |
| 26 | Investment advisory (participants) | 5 |
| 51 | Investment management fees paid directly by plan | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Pentegra Defined Contribution Plan for Financial Institutions | Board of Directors of Pentegra Defined Contribution Plan | $2,261,117,387 | 21,969 | $11,140 |
| Benco Dental Supply Co. 401(k) Plan | Benco Dental Supply | $261,454,089 | 1,928 | $49,632 |
| Employers Insurance Company of Nevada 401(k) Retirement Plan | Employers Insurance Company of Nevada | $132,254,910 | 791 | $16,500 |
| WEG U.S. 401(k) Retirement Plan | WEG Electric | $109,646,924 | 1,323 | $36,088 |
| Lifeworks (US) Ltd. 401(k) Savings Plan | Lifeworks (US) | $98,937,507 | 1,474 | $26,357 |
| Blueprint Medicines Corporation 401(k) Plan | Blueprint Medicines | $98,022,159 | 729 | $126,633 |
| CKS Packaging, Inc. 401(k) Plan | C.K.S. Packaging | $84,397,019 | 3,001 | $162,129 |
| The Wawanesa Salary Deferral Plan | Wawanesa Mutual Insurance | $83,177,932 | 960 | $0 |
| Neighborhealth 401(k) Plan | Neighborhealth | $80,682,051 | 1,712 | $48,976 |
| The Alliance of State Retail Associations 401(k) Plan & Trust | Retail Association of Maine | $76,854,948 | 1,827 | $29,075 |
| Hill & Smith Group Holdings, Inc. 401(k) Plan | Hill & Smith Group Holdings | $72,347,556 | 1,639 | $0 |
| Biontech US 401(k) Plan | Biontech US | $71,639,004 | 906 | $89,703 |
| Consumer Portfolio Services, Inc. 401(k) Plan | Consumer Portfolio Services | $71,252,908 | 1,141 | $52,353 |
| Incyte Diagnostics Retirement Plan | Incyte Pathology PS | $59,661,409 | 606 | $19,428 |
| STO Corp. Employees' Retirement Plan | STO | $55,350,948 | 252 | $25,388 |
| Datarobot 401(k) Plan | Datarobot | $47,664,389 | 778 | $79,507 |
| Relay Therapeutics 401(k) Plan | Relay Therapeutics | $43,657,830 | 399 | $57,177 |
| E & E 401(k) & Profit Sharing Plan | E & E | $39,673,582 | 265 | $35,000 |
| Cokinos & Young, a Professional Corporation 401(k) Profit Sharing Plan | Cokinos & Young a Professional | $35,353,777 | 233 | $0 |
| WB Holdings, Inc. 401(k) Plan | WB Holdings | $34,724,225 | 417 | $0 |
| Mcgee Brothers Co., Inc. 401(k) Retirement Plan | Mcgee Brothers | $32,596,708 | 573 | $8,151 |
| EKI Environment & Water, Inc. 401(k) Plan | EKI Environment & Water | $31,910,831 | 150 | $24,000 |
| Wasc Holding LLC Savings & Investment Plan | Wasc Holding | $31,828,685 | 117 | $42,323 |
| Ebaa Iron Inc. 401(k) Plan | Ebaa Iron | $31,554,911 | 290 | $44,691 |
| Exxel Pacific, Inc. Benefit Plan | Exxel Pacific | $31,493,327 | 171 | $22,500 |
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.