Plan Snapshot
- Plan Sponsor: Cambridge Investment Group, INC.
- Sponsor EIN: 391897480
- Sponsor Address: 1776 PLEASANT PLAIN ROAD, FAIRFIELD, IA, 525568757
- Plan Type: DC
- Total Participants: 584
- Total Assets: $20.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 584 | $20.4M | $0 | $0 |
| 2023 | 630 | $18.3M | $0 | $0 |
| 2022 | 673 | $17.0M | $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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — Auditor
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 | $83,212 | — | $83,212 | — | — |
| 2023 | $98,371 | — | $98,371 | — | — |
| 2022 | $78,486 | — | $78,486 | — | — |