Leanne GENT signed Cambridge Systematics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cambridge Systematics, Inc.'s EIN is 04-2505095.
Download the official 2024 Form 5500 (PDF) for Cambridge Systematics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cambridge Systematics, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES * Fidelity Blue Chip Growth Fund - Class K6 508,335 | Mutual Funds | — | — | $18.7M | 22.9% | |
| Fidelity 500 Index Fund 63,871 | Common Collective Trusts | — | — | $13.0M | 16.0% | |
| Fidelity Freedom 2035 Fund - Class K6 399,778 | Mutual Funds | — | — | $6.2M | 7.6% | |
| Fidelity Freedom 2045 Fund - Class K6 403,292 | Mutual Funds | — | — | $5.4M | 6.6% | |
| Fidelity Freedom 2040 Fund - Class K6 427,116 | Mutual Funds | — | — | $4.9M | 6.0% | |
| Fidelity Freedom 2030 Fund - Class K6 230,285 | Mutual Funds | — | — | $4.0M | 4.9% | |
| Fidelity Freedom 2050 Fund - Class K6 290,861 | Mutual Funds | — | — | $4.0M | 4.8% | |
| Fidelity Freedom 2055 Fund - Class K6 186,699 | Mutual Funds | — | — | $2.9M | 3.6% | |
| Fidelity Government Money Market Fund - Class K6 2,252,085 | Mutual Funds | — | — | $2.3M | 2.8% | |
| Fidelity International Discovery Fund - Class K6 138,576 | Mutual Funds | — | — | $1.8M | 2.2% | |
| Fidelity Investment Grade Bond Fund 247,960 | Mutual Funds | — | — | $1.8M | 2.1% | |
| Fidelity Puritan Fund - Class K6 95,650 | Mutual Funds | — | — | $1.5M | 1.9% | |
| Allspring Special Mid Cap Value R6 32,073 | Other securities | — | — | $1.5M | 1.9% | |
| Fidelity Low-Priced Stock Fund - Class K6 94,767 | Mutual Funds | — | — | $1.4M | 1.7% | |
| JPMorgan Mid Cap Growth Fund Class R6 25,635 | Other securities | — | — | $1.3M | 1.6% | |
| Fidelity Freedom 2025 Fund - Class K6 94,765 | Mutual Funds | — | — | $1.3M | 1.6% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS * Fidelity Brokeragelink 70,585 | Self-Directed Brokerage | — | — | $1.0M | 1.3% | |
| Fidelity International Index Fund 21,972 | Common Collective Trusts | — | — | $1.0M | 1.3% | |
| Fidelity Freedom 2060 Fund - Class K6 65,427 | Mutual Funds | — | — | $947K | 1.2% | |
| Conestoga Small Cap Institutional Class 10,575 | Other securities | — | — | $841K | 1.0% | |
| American Funds American Mutual Fund R6 14,863 | Mutual Funds | — | — | $820K | 1.0% | |
| Fidelity Extended Market Index Fund 8,891 | Common Collective Trusts | — | — | $808K | 1.0% | |
| Fidelity Total Bond Index Fund - K6 | Common Collective Trusts | — | $92K | $804K | 1.0% | |
| Fidelity U.S. Bond Index Fund 61,896 | Common Collective Trusts | — | — | $633K | 0.8% | |
| Fidelity Stock Selector Small Cap Fund 16,283 | Mutual Funds | — | — | $607K | 0.7% | |
| Fidelity Freedom Income Fund - Class K6 57,422 | Mutual Funds | — | — | $605K | 0.7% | |
| Fidelity Freedom 2020 Fund - Class K6 29,327 | Mutual Funds | — | — | $419K | 0.5% | |
| Cohen & Steers Institutional Realty Shares 7,727 | Other securities | — | — | $370K | 0.5% | |
| Notes Receivable from Participants 2032 - | Other securities | — | — | $239K | 0.3% | |
| Fidelity Freedom 2010 Fund - Class K6 9,689 | Mutual Funds | — | — | $134K | 0.2% | |
| Fidelity Freedom 2065 Fund - Class K6 9,363 | Mutual Funds | — | — | $124K | 0.2% | |
| Fidelity Freedom 2015 Fund - Class K6 8,454 | Mutual Funds | — | — | $96K | 0.1% | |
| American Beacon Small Cap Value Fund - Class R6 2,022 | Other securities | — | — | $50K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
