Plan Snapshot
- Plan Sponsor: Cambridge Education Group Holdings, INC.
- Sponsor EIN: 990376064
- Sponsor Address: 2001 WASHINGTON STREET, BRAINTREE, MA, 02184
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $4.4M
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 | 80 | $4.4M | $127,320 | $239,486 |
| 2023 | 89 | $4.3M | $149,381 | $240,845 |
| 2022 | 78 | $4.0M | $153,199 | $262,586 |
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 |
|---|---|---|---|---|
| TBS AGENCY, INC. | Investment Advisor | — | $10,890 | $10,890 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TBS AGENCY, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,890
- Estimated Expense Ratio: 0.247% 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 | $24,856 | — | $24,856 | — | — |
| 2023 | $22,298 | — | $22,164 | — | — |
| 2022 | $22,994 | — | $22,994 | — | — |