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 8,165 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,165 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

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

Free accounts unlock saves, downloads, and 3-year history.

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$38,292

$49,976-23.4%

$66,674-42.6%

$82,637-53.7%

Participation rate

89.3%

63.1%+26.2pp

73.7%+15.6pp

68.1%+21.2pp

Annual return

19.53%

39.09%-19.6pp

321.24%-301.7pp

53.51%-34.0pp

Employer contribution / active EE

$1,576

$1,988-20.7%

$2,620-39.8%

$2,552-38.2%

Participant deferral / active EE

$6,200

$2,847+117.8%

$4,084+51.8%

$4,126+50.3%

Admin fee / account holder

$285

$4,594-93.8%

$5,098-94.4%

$7,339-96.1%

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