Plan Snapshot
- Plan Sponsor: Cambridge Health Services, LLC
- Sponsor EIN: 320309368
- Sponsor Address: 6722 ORANGETHORPE AVE.,, BUENA PARK, CA, 90620
- Plan Type: DC
- Total Participants: 4,163
- Total Assets: $37.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 4,163 | $37.5M | $0 | $9.8M |
| 2023 | 3,983 | $30.0M | $0 | $8.6M |
| 2022 | 4,023 | $21.8M | $833 | $8.2M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $262,278 | — | $262,278 |
| MMA SECURITIES, LLC | INVESTMENT/FINANCIAL ADVI | $71,456 | — | $71,456 |
| MEIHAUS CPA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- MMA SECURITIES, LLC — INVESTMENT/FINANCIAL ADVI
- MEIHAUS CPA, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $333,734
- Estimated Expense Ratio: 0.889% 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 | $333,735 | $73,897 | — | — | — |
| 2023 | $289,867 | $60,443 | — | — | — |
| 2022 | $218,750 | — | — | — | — |