Cambiar Investors LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cambiar Investors LLC
  • Sponsor EIN: 841596610
  • Sponsor Address: 200 COLUMBINE STREET, DENVER, CO, 80206
  • Plan Type: 401(k)
  • Total Participants: 37
  • Total Assets: $30.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202437$30.3M$704,498$606,340
202339$28.1M$758,211$711,445
202242$22.2M$1.0M$762,171

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