Cambridge Information Group, Inc. 401(k) Retirement Plan
Sponsored by Cambridge Information Group, Inc. · EIN 521088476 · Plan #001
- Total assets
- $252M
- Net assets
- $252M
- Active participants
- 352
- With balances
- 1,507
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Financial Engines Advisors L.L.C. CRD 104510 | deterministic · 100% | 2024 |
| Armor Investment Advisors, Llc CRD 134200 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Consulting (general), Direct payment from the plan | $79,978 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $73,144 |
| Edelman Financial Engines | Investment advisory (participants), Direct payment from the plan | $48,946 |
| Marcum Llp | Accounting, Direct payment from the plan | $14,560 |
| Armor Investment Advisors Llc | Investment advisory (participants), Direct payment from the plan | $6,374 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $426 |