Karen Graham signed Cambridge Consultants, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cambridge Consultants, Inc.'s EIN is 20-1180979.
Download the official 2024 Form 5500 (PDF) for Cambridge Consultants, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cambridge Consultants, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $55K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB |
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 | |||||
|---|---|---|---|---|---|---|
| Ishares S&P 500 Index K Registered Investment Company 4,934.227 n/a | Common Collective Trusts | — | — | $3.4M | 20.5% | |
| Pioneer Fundamental Growth K Registered Investment Company 39,403.712 n/a | Common Stocks | — | — | $1.4M | 8.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 201 GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $1.2M | 7.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $1.1M | 6.4% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $798K | 4.8% | |
| Putnam Large Cap Value R6 Registered Investment Company 21,700.375 n/a | Mutual Funds | — | — | $748K | 4.5% | |
| GREAT GRAY TRUST AMERICAN FUNDS 205 GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $707K | 4.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $661K | 4.0% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $654K | 4.0% | |
| Ishares U.S. Aggregate Bond Index K Registered Investment Company 68,091.149 n/a | Common Stocks | — | — | $606K | 3.7% | |
| Ishares MSCI EAFE International Index K Registered Investment Company 36,839.060 n/a | Common Stocks | — | — | $563K | 3.4% | |
| Ishares Russell Mid-Cap Index K Registered Investment Company 34,600.869 n/a | Common Stocks | — | — | $514K | 3.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 203 GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $384K | 2.3% | |
| American Funds Europacific Gr R6 Registered Investment Company 6,664.110 n/a | Mutual Funds | — | — | $358K | 2.2% | |
| Ishares Russell 2000 Small-Cap Index K Registered Investment Company 14,052.958 n/a | Common Collective Trusts | — | — | $344K | 2.1% | |
| GREAT GRAY TRUST AMERICAN FUNDS 204 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $313K | 1.9% | |
| American Funds New World Fund - R6 Registered Investment Company 3,869.538 n/a | Mutual Funds | — | — | $298K | 1.8% | |
| Virtus Ceredex Mid-Cap Value Equity R6 Registered Investment Company 19,190.425 n/a | Common Stocks | — | — | $232K | 1.4% | |
| Putnam Small Cap Value R6 Registered Investment Company 12,963.596 n/a | Mutual Funds | — | — | $219K | 1.3% | |
| Blackrock Global Allocation K Registered Investment Company 11,072.600 n/a | Common Stocks | — | — | $207K | 1.3% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $206K | 1.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 206 GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $203K | 1.2% | |
| Putnam Income R6 Registered Investment Company 39,423.570 n/a | Mutual Funds | — | — | $201K | 1.2% | |
| Blackrock Inflation Protected Bond K Registered Investment Company 20,623.997 n/a | Common Stocks | — | — | $195K | 1.2% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $174K | 1.1% | |
| Vanguard FTSE Social Index Admiral Registered Investment Company 2,960.976 n/a | Mutual Funds | — | — | $167K | 1.0% | |
| American Funds Income Fund of America R6 Registered Investment Company 6,384.244 n/a | Mutual Funds | — | — | $156K | 0.9% | |
| BNY Mellon Dev Markets Real Est Sec Y Registered Investment Company 17,550.963 n/a | Common Stocks | — | — | $141K | 0.9% | |
| PGIM Jennison Small Company R6 Registered Investment Company 5,487.218 n/a | Common Stocks | — | — | $133K | 0.8% | |
| Putnam High Yield R6 Registered Investment Company 20,657.590 n/a | Mutual Funds | — | — | $117K | 0.7% | |
| Nuveen Large Cap Responsible Equity R6 Registered Investment Company 4,403.670 n/a | Mutual Funds | — | — | $116K | 0.7% | |
| Invesco Energy R6 Registered Investment Company 1,245.912 n/a | Mutual Funds | — | — | $37K | 0.2% | |
| GREAT GRAY TRUST AMERICAN FUNDS 202 GREAT GRAY · EIN 38-4126260 / PN 564 | Common Collective Trust | — | — | $36K | 0.2% | |
| PIMCO Int Bond (USD-Hedged) Inst Registered Investment Company 3,472.541 n/a | U.S. Treasuries | — | — | $34K | 0.2% | |
| Participant Loans Interest rates (9.00%-9.50%) -0- | Bonds / Notes | — | — | $21K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| WALTHAM, MA |
| INVESTMENT ADVISOR |
| $31K |
| — |
