Thomas Pullano signed Cambridge Associates, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cambridge Associates, LLC's EIN is 04-3515240.
Download the official 2024 Form 5500 (PDF) for Cambridge Associates, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cambridge Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $159K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $357.4M | 97.6% | |
| VULCAN VALPART LGCP CIFR1 VULCAN VALUE PARTNERS · EIN 39-2051712 / PN 001 | Common Collective Trust | — | — | $19.9M | 5.4% | |
| POLEN FOC GRWTH CIT CL 2 SEI TRUST COMPANY · EIN 81-2617494 / PN 094 | Common Collective Trust | — | — | $11.5M | 3.1% | |
| PRINCIPAL DRA CIT T1 PRINCIPAL · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $8.1M | 2.2% | |
| JACKSON SQUARE SMID CAP GR CIT CL A SEI TRUST COMPANY · EIN 83-1498228 / PN 121 | Common Collective Trust | — | — | $4.5M | 1.2% |
