Plans listing this provider
143
0.25% of the 56,420 plans with Schedule H financials; 134 in 2023
Providers › Cambridge Investment Research
Cambridge Investment Research
- Service provider, as named on Schedule C
- EIN 421445429
- Plan year 2024
- Direct compensation reported $2,928,893
Assets of those plans
$15,527,721,739
0.20% of all Schedule H plan assets
Plans where it is the recordkeeper
8
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,928,893
66% 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) | 79 |
| 99 | Other fees | 32 |
| 26 | Investment advisory (participants) | 17 |
| 70 | Consulting fees | 17 |
| 49 | Other services | 13 |
| 50 | Direct payment from the plan | 12 |
| 55 | Other commissions | 11 |
| 64 | Recordkeeping fees | 8 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Permanente Medical Group, Inc. Salary Deferral Plan | Permanente Medical Group | $9,882,460,618 | 28,964 | $10,650 |
| Paychex Pooled Employer 401(k) Plan | Paychex Retirement | $1,768,512,554 | 255,088 | $8,746 |
| Landis&gyr Savings and Profit Sharing Plan | Landis&gyr Technology | $231,941,207 | 1,241 | $165,412 |
| AGC Retirement Savings Plan | Associated General Contractors of Georgia | $226,972,231 | 4,373 | $61,411 |
| Enhance Therapies 401(k) Plan | Enhance Therapies | $114,720,903 | 2,802 | $44,794 |
| Firstbank 401(k) Savings Plan & Trust | FB Financial | $111,280,552 | 1,833 | $37,628 |
| Pacific Seafood Group 401(k) Profit Sharing Plan | Dulcich Inc. DBA Pacific Seafood Group | $109,897,359 | 2,688 | $50,000 |
| MFA 401(k) Plan | MFA Benefits | $100,548,244 | 3,408 | $70,589 |
| Marex 401(k) Plan | Marex Services | $91,087,248 | 739 | $7,500 |
| Shelly & Sands, Inc. Employees 401(k) Plan | Shelly & Sands | $86,859,141 | 383 | $0 |
| National Development Associates of New England & Affiliates 401(k) Profit Sharing Plan & Trust | National Development Associates of New England | $72,637,624 | 361 | $0 |
| Dynamic Human Resources, Inc. 401(k) Plan | Dynamic Human Resources | $69,342,258 | 1,993 | $14,531 |
| Morris James LLP Retirement Plan | Morris James | $69,038,081 | 206 | $64,764 |
| Entech Sales & Service 401(k) Plan | Entech Holding | $68,442,242 | 597 | $62,501 |
| Colony Hardware Corp 401(k) Plan | Colony Hardware | $63,921,222 | 1,473 | $71,546 |
| Sidel, Inc. Retirement and Savings Planrecordkeeper | Sidel | $62,060,023 | 373 | $64,515 |
| Rxbenefits, Inc. Retirement Savings Plan | Rxbenefits | $60,959,215 | 1,178 | $147,880 |
| Biohaven Pharmaceuticals Inc 401(k) Plan | Biohaven Pharmaceuticals | $60,204,861 | 595 | $56,195 |
| THL Management Holdings, LP 401(k) Plan | Thomas H. Lee Management | $57,445,878 | 247 | $26,054 |
| Jones, Skelton & Hochuli, P.L.C. Section 401(k) Profit Sharing Plan | Jones Skelton & Hochuli P.L.C. | $54,267,562 | 197 | $40,027 |
| Miller Zell Inc. 401(k) Retirement Plan | Miller Zell | $51,106,261 | 395 | $12,019 |
| Tryko Partners, LLC 401(k) Plan | Tryko Partners | $51,053,629 | 3,004 | $9,746 |
| Aura 401(k) Retirement Plan | Aura Sub | $48,685,818 | 655 | $0 |
| Cammeby's International Ltd 401(k) Plan | Rema Holdings | $46,818,137 | 405 | $5,557 |
| Custard Insurance Adjusters Savings Plan | Custard Insurance Adjusters | $45,934,894 | 828 | $0 |
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.