Plan Snapshot
- Plan Sponsor: Cambridge-Lee Industries, INC.
- Sponsor EIN: 221637259
- Sponsor Address: 86 TUBE DRIVE, READING, PA, 19605
- Plan Type: DB
- Total Participants: 0
- Total Assets: $819,675
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $819,675 | $0 | $0 |
| 2023 | 11 | $7.5M | $0 | $0 |
| 2022 | 11 | $7.6M | $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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $27,030 | — | $27,030 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,030
- Estimated Expense Ratio: 3.298% 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 | $93,131 | $20,000 | — | $27,030 | — |
| 2023 | $86,967 | $50,498 | — | — | — |
| 2022 | $112,363 | — | — | — | — |