Retirement plan

CAMBRIDGE ASSET MANAGEMENT & A 401(K) PROFIT SHARING PLAN & TRUST

Name: CAMBRIDGE ASSET MANAGEMENT & A - CAMBRIDGE ASSET MANAGEMENT & A 401(K) PROFIT SHARING PLAN & TRUST (2025) Form 5500
Creator: CAMBRIDGE ASSET MANAGEMENT & A
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMBRIDGE ASSET MANAGEMENT & A 401(K) PROFIT SHARING PLAN & TRUST, CAMBRIDGE ASSET MANAGEMENT & A

CAMBRIDGE ASSET MANAGEMENT & AEIN 45-5523387Plan #001PY 2025

1100 E ORANGETHORPE AVE STE 201 - ANAHEIM, CA 928011144714-293-4119

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+264.8% from 2022

Total participants

+60.0% from 2022

Average account balance

$38,292

+136.6% from 2022

Annual return

19.53%

+45.83 pp from 2022

Benchmarks

See 10,057 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,057 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.42M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$38K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

132.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$218K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.53%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$285

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

See the 3-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F3D2T2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$11K

$377 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.746%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$38,292

$54,705-30.0%

$71,209-46.2%

$84,808-54.8%

Participation rate

89.3%

64.1%+25.2pp

73.8%+15.5pp

68.3%+21.0pp

Annual return

19.53%

35.90%-16.4pp

282.51%-263.0pp

40.90%-21.4pp

Employer contribution / active EE

$1,576

$2,158-26.9%

$2,721-42.1%

$2,631-40.1%

Participant deferral / active EE

$6,200

$3,030+104.6%

$4,175+48.5%

$4,212+47.2%

Admin fee / account holder

$285

$4,863-94.1%

$5,349-94.7%

$7,344-96.1%

CAMBRIDGE ASSET MANAGEMENT & A 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CAMBRIDGE ASSET MANAGEMENT & A 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion