CAMBRIDGE INVESTMENT RESEARCH
106 known aliases resolved via the canonical alias map
Market position · 2024
Plans served473+13 YoYRank #60 of mapped providers
Assets under administration$146.1B0.2%Market share · rank #96
Fees received$34MMedian $22,338/planSum across Schedule C direct + indirect
Net wins YoY+14115 won · 101 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical CAMBRIDGE INVESTMENT RESEARCH plan look like?
Service mix · median fees per plan
Count of plans where CAMBRIDGE INVESTMENT RESEARCH ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Investment advisory (plan)Code 27 | 281 | $22,979 | |
Investment management; Investment advisory (participants); Investment advisory (plan)Code 26 | 43 | $11,670 | |
Other commissionsCode 55 | 35 | $22,101 | |
Other feesCode 99 | 29 | $12,782 | |
Shareholder servicing fees; Investment managementCode 28 | 17 | $63,457 | |
Recordkeeping fees; Other servicesCode 49 | 16 | $7,948 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 15 | $13,815 | |
Insurance services; Consulting (general); Insurance brokerage commissions and feesCode 16 | 12 | $29,439 |
Competitor overlap
Percent of CAMBRIDGE INVESTMENT RESEARCH's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under CAMBRIDGE INVESTMENT RESEARCH.
| Sponsor | From | Assets |
|---|---|---|
THE PERMANENTE MEDICAL GROUP, INC.CA · 942728480-013 | EWG ELEVATE INC | $9.9B |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | ALPHA CUBED INVESTMENTS LLC | $7.9B |
HUMANA INC.KY · 610647538-002 | MOLL WEALTH MANAGEMENT | $7.7B |
PENN STATE HEALTHPA · 473769205-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $2.9B |
THE NEW YORK AND PRESBYTERIAN HOSPITALNY · 133957095-009 | BUCK GLOBAL, LLC | $2.5B |
UMASS MEMORIAL HEALTH CARE, INC.MA · 043358566-005 | RYAN LABS ASSET MANAGEMENT | $1.2B |
RADIOLOGY PARTNERS, INC.TX · 461413340-003 | LOCKTON INVESTMENT ADVISORS, LLC | $1.0B |
LOCKE LORD LLPTX · 741164324-001 | CHARLES SCHWAB & CO., INC. | $892M |
PENN STATE HEALTHPA · 473769205-002 | JP MORGAN INVESTMENT MANAGEMENT INC | $532M |
BUCHANAN INGERSOLL & ROONEY PCPA · 251381032-003 | MUTUAL LIFE INSURANCE COMPANY | $484M |
Plans lost in 2024
Appeared last year under CAMBRIDGE INVESTMENT RESEARCH; not this year.
| Sponsor | To | Assets |
|---|---|---|
APPLE INC.CA · 942404110-001 | FINANCIAL ENGINES | $19.8B |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-006 | THE TOWNSEND GROUP | $769M |
BARNES & THORNBURG LLPIN · 350900596-002 | CAPFINANCIAL PARTNERS LLC | $658M |
BRADLEY ARANT BOULT CUMMINGS LLPAL · 630243316-001 | SAVANT CAPITAL MANAGEMENT | $590M |
UNIVERSITY OF MIAMIFL · 590624458-001 | WELLINGTON TRUST COMPANY | $584M |
OCHSNER CLINIC FOUNDATIONLA · 720502505-001 | CAPFINANCIAL PARTNERS LLC | $447M |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | RBC WEALTH MANAGEMENT | $384M |
PLAN FIDUCIARY SERVICES, INC.FL · 273523833-004 | AMERICAN REALTY ADVISORS | $181M |
YORK COLLEGE OF PENNSYLVANIAPA · 231352698-001 | TIAA | $178M |
CLEARWAY ENERGY GROUP LLCCA · 371820831-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $123M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $143,999 | 10y | 1 |
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-001 | $10.2B | 75,644 | $196,876 | 10y | - |
THE PERMANENTE MEDICAL GROUP, INC.CA · 942728480-013 | $9.9B | 30,066 | $10,650 | 2y | 1 |
THE CLEVELAND CLINIC FOUNDATIONOH · 340714585-002 | $9.2B | 86,817 | $6,009 | 7y | 1 |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | $7.9B | 12,335 | $13,823 | 8y | 1 |
HUMANA INC.KY · 610647538-002 | $7.7B | 61,001 | $5,479 | 1y | 1 |
EXELON CORPORATIONIL · 232990190-002 | $6.1B | 23,999 | $14,977 | 8y | - |
EMORY UNIVERSITY DIVISION OF HUMAN RESOURCESGA · 580566256-001 | $5.5B | 40,652 | $38,703 | 4y | - |
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-002 | $5.5B | 115,646 | $590,625 | 10y | - |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-001 | $5.0B | 17,060 | $51,407 | 2y | - |
Flag exposure
82.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (106)
Raw Schedule C names collapsed into CAMBRIDGE INVESTMENT RESEARCH.
- CABRIDGE INVESTMENT RESEARCH ADVIS
- CAMBERIDGE INVESTMENT RESEARCH
- CAMBIDGE INVESTMENT RESARCH A
- CAMBRIDGE
- CAMBRIDGE ADVISORS
- CAMBRIDGE AND ASSOCIATES
- CAMBRIDGE APPLETON TRUST
- CAMBRIDGE ASSOC
- CAMBRIDGE ASSOC.
- CAMBRIDGE ASSOCIATES
- CAMBRIDGE ASSOCIATES LLC
- CAMBRIDGE ASSOCIATES LTD
- CAMBRIDGE ASSOCIATES, LLC
- CAMBRIDGE CONSULTING INC
- CAMBRIDGE FINANCIAL
- CAMBRIDGE INESTMENT RESEARCH
- CAMBRIDGE INV ADVISORS, INC.
- CAMBRIDGE INV RESEARCH
- CAMBRIDGE INV RESEARCH ADVIS
- CAMBRIDGE INV RESEARCH ADVISORS
- CAMBRIDGE INV RESEARCH INC
- CAMBRIDGE INV RSRCH ADVISORS
- CAMBRIDGE INV RSRCH ADVSRS
- CAMBRIDGE INV. RESEARCH
- CAMBRIDGE INV. RESEARCH ADV., INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for CAMBRIDGE INVESTMENT RESEARCH's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 14 | 2.96% | 7.76% | -4.80 pp |
| Fidelity bond gap | 28 | 5.92% | 26.94% | -21.02 pp |
| Late contributions | 114 | 24.10% | 1.71% | +22.39 pp |
| Failed to provide benefit | 4 | 0.85% | 0.14% | +0.71 pp |
| Corrective distributions | 117 | 24.74% | 1.76% | +22.98 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with CAMBRIDGE INVESTMENT RESEARCH. Compare to the incumbent market share (0.7%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.7 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).