· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CAMBRIDGE TRUST COMPANY — CAMBRIDGE BANCORP SAVINGS INVESTMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010123559NAL0017955650001
CAMBRIDGE TRUST COMPANY
Form 5500-SF
FILING_RECEIVED
CAMBRIDGE BANCORP SAVINGS INVESTMENT PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CAMBRIDGE TRUST COMPANY
.
Find decision makers
Plan sponsor
Name
CAMBRIDGE TRUST COMPANY
EIN
04-1145370
Address
78 BLANCHARD ROAD, 4TH FLOOR · BURLINGTON, MA · 01803
Phone
(617) 520-5541
Industry
Commercial Banking
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2025-01-01
Tax period
2025-04-30
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Commercial Banking plans
ANZ AMERIKA SAMOA BANK
ANZ AMERIKA SAMOA BANK EMPLOYEES 401(K) PLAN
$0
BANCO DAVIVIENDA S.A.
BANCO DAVIVIENDA S.A. 401(K) INVESTMENT SAVINGS PLAN
$0
MARS BANK
MARS BANK EMPLOYEE BENEFIT PLAN
$0
BANK OF BLUFFS
BANK OF BLUFFS PROFIT SHARING PLAN
$0
ENDEAVOR WEALTH MANAGEMENT, LLC
ENDEAVOR WEALTH MANAGEMENT, LLC 401(K) PLAN
$0
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HOMETOWN BANCORP, LTD.
HOMETOWN BANCORP, LTD. 401(K) SAVINGS PLAN
$0
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B