Plans listing this provider
53
0.09% of the 56,420 plans with Schedule H financials; 44 in 2023
Providers › Cambridge Investment Research Advis
Cambridge Investment Research Advis
- Service provider, as named on Schedule C
- EIN 201665305
- Plan year 2024
- Direct compensation reported $501,329
Assets of those plans
$1,894,489,427
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$501,329
47% 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) | 46 |
| 99 | Other fees | 34 |
| 50 | Direct payment from the plan | 12 |
| 15 | Recordkeeping and information management | 4 |
| 21 | Trustee (bank, trust company or similar) | 4 |
| 49 | Other services | 4 |
| 64 | Recordkeeping fees | 4 |
| 26 | Investment advisory (participants) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Principal Ease 401(k) Plan | Principal Life Insurance | $650,877,712 | 27,194 | $6,796 |
| KI 401(k) Savings Plan | Krueger International | $298,425,327 | 2,590 | $6,501 |
| Axos Financial, Inc. 401(k) Plan | Axos Financial | $127,336,674 | 2,301 | $0 |
| Price Industries, Inc. 401(k) Plan | Price Industries | $43,389,882 | 1,117 | $19,027 |
| Gettel Automotive, Inc. 401(k) Plan | Gettel Automotive | $42,149,528 | 1,246 | $0 |
| Bob's Red Mill 401(k) Retirement Savings Plan | Bob's Red Mill Natural Foods | $39,110,574 | 758 | $0 |
| Bennett Motor Express Management, Inc. 401(k) Plan | Bennett Motor Express Management | $38,240,902 | 568 | $0 |
| TTG Imaging Solutions, LLC 401(k) Retirement Plan | TTG Imaging Solutions | $32,137,070 | 480 | $0 |
| Mutual Benefit Insurance Company 401(k) Plan | Mutual Benefit Insurance | $29,940,323 | 154 | $0 |
| Pentagram Design, Inc. 401(k) Profit Sharing Plan | Pentagram Design | $27,988,084 | 133 | $31,997 |
| Atlantic Orthopaedic Specialists 401(k) Profit Sharing Retirement Plan | Vann Virginia Center for Orthopaedics | $27,650,816 | 279 | $60,464 |
| Cargolux 401(k) Retirement Plan | Cargolux Airlines International | $24,366,780 | 185 | $0 |
| Own, Inc. 401(k) & Employee Stock Ownership Plan and Trust | Own | $24,022,306 | 288 | $0 |
| Sequoia Equities 401(k) Plan | Sequoia Equities | $23,502,715 | 478 | $0 |
| Garden Spot Village 401(k) Plan | Garden Spot Village | $20,710,326 | 688 | $0 |
| ICI Services Retirement Savings Plan | ICI Services | $20,464,825 | 250 | $0 |
| New TSI Holdings, Inc. 401(k) Plan | New TSI Holdings | $20,439,913 | 306 | $0 |
| L. Fishman & Son, Inc. 401(k) Profit Sharing Plan | L. Fishman & Son | $20,316,189 | 288 | $0 |
| Adams Beverages 401(k))plan | Adams Beverages | $20,291,958 | 342 | $0 |
| MLC 401(k) Plan | Mccomas-lacina Construction L.C. | $20,198,270 | 151 | $37,367 |
| Theragenics Corporation Employee Savings Plan | Theragenics | $20,134,112 | 511 | $28,000 |
| Forefront Power Development LLCrecordkeeper | Forefront Power Development | $19,624,867 | 143 | $10,002 |
| Dornier Medtech America, Inc. 401(k) Planrecordkeeper | Dornier Medtech America | $18,730,353 | 139 | $9,256 |
| Crossett, Inc. 401(k) Retirement Plan | Crossett | $17,545,668 | 234 | $10,596 |
| Star Concrete 401(k) Profit Sharing Plan | Sandman Inc. DBA Star Concrete | $16,707,441 | 192 | $19,989 |
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.