Plan Snapshot
- Plan Sponsor: Cambridge Institute Of China Business Research, INC.
- Sponsor EIN: 271521006
- Sponsor Address: 101 FEDERAL STREET, SUITE 1900,, BOSTON, MA, 02110
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 58
- Total Assets: $4.9M
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 | 58 | $4.9M | $38,336 | $220,719 |
| 2023 | 66 | $4.6M | $30,096 | $192,999 |
| 2022 | 187 | $4.4M | $0 | $0 |
| 2021 | 211 | $5.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | Investment Advisor | — | $11,897 | $11,897 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $10,446 | — | $10,446 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,343
- Estimated Expense Ratio: 0.454% 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 | $10,446 | — | — | — | — |
| 2023 | $17,378 | — | — | — | — |
| 2022 | $621,430 | — | — | — | — |
| 2021 | $902,229 | — | — | — | — |