Plan Snapshot
- Plan Sponsor: Cambridge Brands, INC.
- Sponsor EIN: 393909175
- Sponsor Address: 7401 S, CICERO AVENUE, CHICAGO, IL, 60629
- Plan Type: DC
- Total Participants: 176
- Total Assets: $25.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 176 | $25.3M | $792,006 | $738,601 |
| 2023 | 189 | $23.5M | $896,708 | $776,385 |
| 2022 | 182 | $21.2M | $841,225 | $699,558 |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $7,604 | $1,957 | $9,561 |
| SASSETTI LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SASSETTI LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,561
- Estimated Expense Ratio: 0.038% 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 | $7,842 | $302 | $7,240 | — | — |
| 2023 | $101 | $51 | — | — | — |
| 2022 | $57 | — | — | — | — |