# Cambridge Information Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cambridge-information-group-inc-401k-plan

> Cambridge Information Group, INC.'s 401(k) plan: 352 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cambridge Information Group, INC.

- **Sponsor EIN:** 521088476

- **Sponsor Address:** 7550 WISCONSIN AVENUE, BETHESDA, MD, 20814

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

- **Total Participants:** 352

- **Total Assets:** $251.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|352|$251.5M|$641,766|$1.6M|

| 2023|327|$241.4M|$578,729|$1.5M|

| 2022|297|$229.6M|$540,321|$1.4M|

## 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|

| CREATIVE PLANNING LLC|NONE|$79,978|—|$79,978|

| T ROWE PRICE RPS INC|NONE|$73,144|—|$73,144|

| EDELMAN FINANCIAL ENGINES|NONE|$48,946|—|$48,946|

| MARCUM LLP|NONE|$14,560|—|$14,560|

| CBIZ CPAS P.C.|Auditor|$14,560|—|$14,560|

| ARMOR INVESTMENT ADVISORS LLC|NONE|$6,374|—|$6,374|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $237,562

- **Estimated Expense Ratio:** 0.094% 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|$216,627|$48,946|—|$14,560|—|

| 2023|$228,490|$50,958|—|$18,460|—|

| 2022|$266,943|$68,049|—|—|$97,980|

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