Plans listing this provider
28
0.05% of the 56,420 plans with Schedule H financials; 27 in 2023
Providers › Cambridge Investment Research
Cambridge Investment Research
- Service provider, as named on Schedule C
- EIN 391897480
- Plan year 2024
- Direct compensation reported $573,337
Assets of those plans
$32,674,782,662
0.42% of all Schedule H plan assets
Plans where it is the recordkeeper
5
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$573,337
93% 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 |
|---|---|---|
| 50 | Direct payment from the plan | 17 |
| 26 | Investment advisory (participants) | 12 |
| 99 | Other fees | 8 |
| 27 | Investment advisory (plan) | 7 |
| 64 | Recordkeeping fees | 5 |
| 21 | Trustee (bank, trust company or similar) | 5 |
| 49 | Other services | 5 |
| 15 | Recordkeeping and information management | 5 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $143,999 |
| Humana Retirement Savings Plan | Humana | $7,706,147,015 | 60,365 | $5,479 |
| Penn State Health 401(k) Savings Plan | Penn State Health | $2,925,576,909 | 21,753 | $102 |
| WPMG 401(k) Retirement Savings Plan | Washington Permanente Medical Group | $1,469,819,796 | 2,248 | $29,937 |
| Radiology Partners, Inc. Partner Plan | Radiology Partners | $1,049,806,186 | 1,715 | $5,759 |
| Locke Lord LLP Retirement Savings Plan | Locke Lord | $891,732,403 | 1,753 | $10,936 |
| Buchanan Ingersoll & Rooney PC Retirement Savings Plan | Buchanan Ingersoll & Rooney | $484,141,032 | 1,301 | $9,333 |
| City of Hope Medical Group 401(k) Retirement Savings Plan | City of Hope Medical Group | $387,199,107 | 710 | $11,712 |
| Hanson Bridgett LLP Profit Sharing Plan | Hanson Bridgett | $178,045,113 | 354 | $6,137 |
| Tidewater Physicians Multispecialty Group, P.C. 401(k) Plan | Tidewater Physicians Multispecialty Group | $168,864,309 | 1,439 | $6,346 |
| Brown Rudnick LLP 401(k) Profit Sharing Plan a | Brown Rudnick | $140,543,181 | 388 | $9,671 |
| The Alden Network 401(k) Plan | Alden Group | $128,167,011 | 4,513 | $99,149 |
| American Radiology Associates, P.A. Retirement Plan | American Radiology Associates | $97,655,760 | 153 | $5,648 |
| Pulmonary Associates of Richmond, Inc. Profit Sharing Plan | Pulmonary Associates of Richmond | $51,208,620 | 314 | $18,127 |
| Columbus Community Hospital, Inc. Employees' Retirement Plan | Columbus Community Hospital | $43,473,921 | 833 | $3,903 |
| B & M Precision, Inc.recordkeeper | B & M Precision | $23,098,243 | 328 | $8,205 |
| Pyramid Companies 401(k) Plan | Pyramid Management Group | $20,210,165 | 255 | $57,677 |
| Harbin Lumber Co., Inc. 401(k) Profit Sharing Plan | Harbin Lumber | $16,554,722 | 281 | $22,218 |
| Neology, Inc. 401(k) Discretionary P/S Planrecordkeeper | Neology | $12,417,010 | 316 | $26,311 |
| Venture 401(k) Plan | VM Services | $10,154,678 | 219 | $17,464 |
| Hollandia Dairy, Inc. Merit and 401(k) Planrecordkeeper | Hollandia Dairy | $8,808,722 | 218 | $6,502 |
| Sedron Technologies 401(k) Planrecordkeeper | Sedron Technologies | $7,688,854 | 257 | $5,510 |
| Garud Technology Services, Inc 401(k) Profit Sharing Planrecordkeeper | Garud Technology Services | $5,785,008 | 143 | $24,094 |
| Tag(k) Pooled Employer Plan | Plan Compliance Services | $3,532,281 | 89 | $0 |
| Exceptional Family Resources 401(k) Plan | Exceptional Family Resources | $3,332,568 | 125 | $21,232 |
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.