Plan Snapshot
- Plan Sponsor: Cambridge-Lee Industries LLC
- Sponsor EIN: 900137657
- Sponsor Address: 86 TUBE DRIVE, READING, PA, 19605
- Plan Type: DC
- Total Participants: 190
- Total Assets: $16.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 190 | $16.6M | $448,098 | $728,549 |
| 2023 | 204 | $16.7M | $469,217 | $663,720 |
| 2022 | 198 | $15.0M | $517,934 | $692,693 |
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 | — | — | $0 |
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: $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 | $87,593 | $50,593 | — | — | — |
| 2023 | $89,355 | $56,323 | — | — | — |
| 2022 | $31,843 | — | — | — | — |