Cambridge Associates

Cambridge Associates at a glance

Cambridge Associates appears on 37 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $55.6B in assets for 580,618 participants. The median client plan holds $557M. Most client plans are sponsored in NY, IL and CA. The largest clients by plan assets are The PNC Financial Services Group, Inc. and Exelon Corporation. Plans reported $20.4M in direct and indirect compensation paid to Cambridge Associates, a median of $250K per plan.

Participants

580,618

Median plan assets

$557M

Median plan participants

6,687

Median fees per plan

$250K

Schedule C direct + indirect

Frequently asked questions

Who uses Cambridge Associates?

37 retirement plans list Cambridge Associates as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The PNC Financial Services Group, Inc., Exelon Corporation, Board of Trustees of the American Federation of Musicians and Employe and American International Group, Inc.. Most client plans are sponsored in NY, IL and CA.

How many plans does Cambridge Associates serve?

Cambridge Associates serves 37 retirement plans with $55.6B in plan assets and 580,618 participants, based on the latest Form 5500 filings through 2024.

What does Cambridge Associates charge?

Plans reported $20.4M in total Schedule C compensation paid to Cambridge Associates. The median plan paid $250K. Fees vary with plan size and the services each plan buys.