Matthew Brehm signed Cambridge Information Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cambridge Information Group, Inc.'s EIN is 52-1088476.
Download the official 2024 Form 5500 (PDF) for Cambridge Information Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cambridge Information Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMOR INVESTMENT ADVISORS LLC | 59-3794918 | — | NONE | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T Rowe Price T Rowe Price Retire 2035 TR E | Mutual Funds | — | — | $33.7M | 13.4% | |
| TRP RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $33.7M | 13.4% | |
| T Rowe Price T Rowe Price Retire 2030 TR E | Mutual Funds | — | — | $31.5M | 12.5% | |
| TRP RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $31.5M | 12.5% | |
| T Rowe Price T Rowe Price Retire 2040 TR E | Mutual Funds | — | — | $25.9M | 10.3% | |
| TRP RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $25.9M | 10.3% | |
| JP Morgan JPMorgan Large Cap Growth R6 | Other securities | — | — | $23.2M | 9.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $22.3M | 8.9% | |
| T Rowe Price T Rowe Price Retire 2045 TR E | Mutual Funds | — | — | $15.6M | 6.2% | |
| TRP RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $15.6M | 6.2% | |
| T Rowe Price T Rowe Price Retire 2025 TR E | Mutual Funds | — | — | $15.2M | 6.1% | |
| TRP RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $15.2M | 6.1% | |
| T Rowe Price T Rowe Price Retire 2020 TR E | Mutual Funds | — | — | $11.3M | 4.5% | |
| TRP RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $11.3M | 4.5% | |
| T Rowe Price T Rowe Price Retire 2050 TR E | Mutual Funds | — | — | $10.0M | 4.0% | |
| TRP RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $10.0M | 4.0% | |
| Self-Directed Brokerage Accounts Charles Schwab Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $8.7M | 3.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $5.7M | 2.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $5.4M | 2.1% | |
| GOLDMAN SACHS STABLE VALUE CTF GOLDMAN SACHS ASSET MANAGEMENT, L.P. · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $5.2M | 2.1% | |
| T Rowe Price T Rowe Price Retire 2055 TR E | Mutual Funds | — | — | $4.3M | 1.7% | |
| TRP RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $4.3M | 1.7% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $4.3M | 1.7% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $4.2M | 1.7% | |
| T Rowe Price T Rowe Price Retire 2015 TR E | Mutual Funds | — | — | $3.4M | 1.4% | |
| TRP RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.4M | 1.4% | |
| American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $3.1M | 1.2% | |
| John Hancock John Hancock Disciplined Value Mid Cap | Other securities | — | — | $2.4M | 0.9% | |
| Fund R6 John Hancock John Hancock Bond Fund R6 | Other securities | — | — | $2.2M | 0.9% | |
| Nuveen Real Estate I | Mutual Funds | — | — | $2.0M | 0.8% | |
| Janus Henderson Enterprise Fund N | Mutual Funds | — | — | $2.0M | 0.8% | |
| T Rowe Price T Rowe Price Retire 2010 TR E | Mutual Funds | — | — | $1.9M | 0.8% | |
| TRP RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.8% | |
| Vanguard Fed Money Market Inv | Mutual Funds | — | — | $1.9M | 0.8% | |
| MFS Value R6 | Mutual Funds | — | — | $1.6M | 0.6% | |
| T Rowe Price T Rowe Price Retire 2060 TR E | Mutual Funds | — | — | $1.5M | 0.6% | |
| TRP RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.5M | 0.6% | |
| GS Emerging Markets Equity Insights Inst | Other securities | — | — | $825K | 0.3% | |
| Invesco Discovery Invesco Discovery Y | Mutual Funds | — | — | $661K | 0.3% | |
| Pimco Income Instl | Mutual Funds | — | — | $527K | 0.2% | |
| American Beacon American Beacon Small Cap Value Adv | Other securities | — | — | $383K | 0.2% | |
| Participant Loan * Participant Loans Participant loans, at various maturities and | Participant loans | — | — | $336K | 0.1% | |
| T Rowe Price T Rowe Price Retire 2065 TR E | Mutual Funds | — | — | $236K | <0.1% | |
| TRP RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $236K | <0.1% | |
| T Rowe Price T Rowe Price Retire 2005 TR E | Mutual Funds | — | — | $94K | <0.1% | |
| TRP RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $94K | <0.1% | |
| BLACKROCK EQUITY INDEX FUND R GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | NONE | $80K | — |
| EDELMAN FINANCIAL ENGINES | — | SUNNYVALE, CA | NONE | $49K | — |
| MARCUM LLP | — | BALA CYNWYD, PA | NONE | $15K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $426 | — |
