# Cambridge Consultants, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cambridge-consultants-inc-401k-plan

> Cambridge Consultants, INC.'s 401(k) plan: 41 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cambridge Consultants, INC.

- **Sponsor EIN:** 201180979

- **Sponsor Address:** 2 DRYDOCK AVENUE, SUITE 1210, BOSTON, MA, 02210

- **Plan Type:** 401(k)

- **Total Participants:** 41

- **Total Assets:** $16.5M

## 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|41|$16.5M|$293,438|$952,831|

| 2023|63|$14.2M|$365,818|$1.2M|

| 2022|93|$11.3M|$445,593|$1.3M|

## 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|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$55,038|—|$55,038|

| COMMONWEALTH EQUITY SERVICES LLC DB|INVESTMENT ADVISOR|$31,120|—|$31,120|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$6,448|—|$6,448|

| WORTHINGTON, HUGHES & HOAR, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WORTHINGTON, HUGHES & HOAR, PC](https://planprovider.pro/provider/worthington-hughes-and-hoar-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $92,606

- **Estimated Expense Ratio:** 0.560% 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|$92,606|$86,158|—|—|—|

| 2023|$42,061|$35,804|—|—|—|

| 2022|$33,114|$33,114|—|—|—|

## Similar Plans

- [Glidefast Consulting LLC](https://planprovider.pro/companies/glidefast-consulting-llc-401k-plan) — 316 participants

- [Advocates For Human Potential, INC.](https://planprovider.pro/companies/advocates-for-human-potential-inc-401k-plan) — 325 participants

- [The Bridgespan Group](https://planprovider.pro/companies/the-bridgespan-group-401k-plan) — 369 participants

- [First Help Financial, LLC](https://planprovider.pro/companies/first-help-financial-llc-401k-plan) — 379 participants

- [Bitsight Technologies, INC.](https://planprovider.pro/companies/bitsight-technologies-inc-401k-plan) — 385 participants

- [Formlabs, INC.](https://planprovider.pro/companies/formlabs-inc-plan-001) — 388 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cambridge-consultants-inc-401k-plan)

© 2026 PlanProvider.Pro