Plan Snapshot
- Plan Sponsor: Cambridge International Systems
- Sponsor EIN: 541738975
- Sponsor Address: 2300 CLARENDON BLVD., SUITE 705, ARLINGTON, VA, 22201
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $22.0M
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 | 146 | $22.0M | $607,606 | $1.4M |
| 2023 | 188 | $21.5M | $701,639 | $1.6M |
| 2022 | 198 | $17.5M | $655,747 | $1.5M |
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 | $29,248 | — | $29,248 |
| THE CAPITAL GROUP INVESTMENT ADVISO | INVESTMENT MANAGER | $25,017 | — | $25,017 |
| HLB GRAVIER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- HLB GRAVIER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,265
- Estimated Expense Ratio: 0.246% 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 | $54,265 | $25,017 | $4,748 | — | — |
| 2023 | $56,060 | $25,000 | — | — | — |
| 2022 | $58,366 | — | — | — | — |