# Cambridge Institute Of China Business Research, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cambridge-institute-of-china-business-research-inc-401k-plan

> Cambridge Institute Of China Business Research, INC.'s 401(k) plan: 58 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **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|69|$4.4M|$71,684|$203,769|

| 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|

| CASE SABATINI|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$16,463|—|—|—|—|

| 2021|$15,862|—|—|—|—|

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