Plan Snapshot
- Plan Sponsor: Cambria Company LLC
- Sponsor EIN: 411933872
- Sponsor Address: 805 ENTERPRISE DRIVE EAST, BELLE PLAINE, MN, 560112336
- Plan Type: 401(k)
- Total Participants: 1,719
- Total Assets: $144.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,719 | $144.9M | $3.3M | $8.3M |
| 2023 | 1,701 | $130.8M | $4.0M | $8.2M |
| 2022 | 1,851 | $113.3M | $3.0M | $8.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $79,529 | — | $79,529 |
| REDPATH AND COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDPATH AND COMPANY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,529
- Estimated Expense Ratio: 0.055% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $81,665 | — | $81,665 | — | — |
| 2023 | $79,309 | — | $79,309 | — | — |
| 2022 | $113,036 | — | $113,036 | — | — |