Plan Snapshot
- Plan Sponsor: Cambridge Associates, LLC
- Sponsor EIN: 043515240
- Sponsor Address: 115 FEDERAL STREET, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 1,123
- Total Assets: $366.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,123 | $366.4M | $6.7M | $15.8M |
| 2023 | 1,155 | $318.3M | $5.2M | $15.8M |
| 2022 | 1,187 | $259.8M | $4.6M | $13.8M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $158,502 | — | $158,502 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- PRICEWATERHOUSECOOPERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,502
- Estimated Expense Ratio: 0.043% 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 | $155,152 | — | — | — | — |
| 2023 | $158,158 | — | — | — | — |
| 2022 | $168,820 | — | — | — | — |