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Original filing (PDF)20251003114038NAL0000781907001
CAMBRIDGE INFORMATION GROUP, INC.
Form 5500
FILING_RECEIVED
CAMBRIDGE INFORMATION GROUP, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
352
Accounts w/ balance
1,507
Plan assets (EOY)
$251.5M
Net assets (EOY)
$251.5M
How this plan invests
This plan
15 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAMBRIDGE INFORMATION GROUP, INC..
Plan sponsor
Name
CAMBRIDGE INFORMATION GROUP, INC.
EIN
52-1088476
Address
7550 WISCONSIN AVENUE · SUITE 850 · BETHESDA, MD · 20814
Phone
(301) 961-6782
Industry
Information / Tech / Mediasee all
Plan administrator
Name
RETIREMENT PLAN COMMITTEE OF CAMBRIDGE INFORMATION GROUP, INC.
EIN
52-1088476
City
BETHESDA, MD
Phone
(301) 961-6782
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | NONE | $80K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $73K | — |
| EDELMAN FINANCIAL ENGINES | — | SUNNYVALE, CA | NONE | $49K | — |
| MARCUM LLP | — | BALA CYNWYD, PA | NONE | $15K | — |
| ARMOR INVESTMENT ADVISORS LLC | 59-3794918 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $426 | — |
Investments
32 direct securities · 15 pooled funds· $406.2M(100% of reported assets)
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.
Uncategorized
$246.4M
32 holdings
Common Collective Trust
$159.8M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price T Rowe Price Retire 2035 TR E | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $23.2M | 9.2% | |
| Fidelity 500 Index Fund | — | — | — | $22.3M | 8.9% | |
| T Rowe Price T Rowe Price Retire 2045 TR E | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $8.7M | 3.5% | |
| Fidelity US Bond Index Fund | — | — | — | $5.7M | 2.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $4.3M | 1.7% | |
| Fidelity International Index Fund | — | — | — | $4.2M | 1.7% | |
| T Rowe Price T Rowe Price Retire 2015 TR E | — | — | — | $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 | — | — | — | $3.1M | 1.2% | |
| John Hancock John Hancock Disciplined Value Mid Cap | — | — | — | $2.4M | 0.9% | |
| Fund R6 John Hancock John Hancock Bond Fund R6 | — | — | — | $2.2M | 0.9% | |
| Nuveen Real Estate I | — | — | — | $2.0M | 0.8% | |
| Janus Henderson Enterprise Fund N | — | — | — | $2.0M | 0.8% | |
| T Rowe Price T Rowe Price Retire 2010 TR E | — | — | — | $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 | — | — | — | $1.9M | 0.8% | |
| MFS Value R6 | — | — | — | $1.6M | 0.6% | |
| T Rowe Price T Rowe Price Retire 2060 TR E | — | — | — | $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 | — | — | — | $825K | 0.3% | |
| Invesco Discovery Invesco Discovery Y | — | — | — | $661K | 0.3% | |
| Pimco Income Instl | — | — | — | $527K | 0.2% | |
| American Beacon American Beacon Small Cap Value Adv | — | — | — | $383K | 0.2% | |
| Participant Loan * Participant Loans Participant loans, at various maturities and | — | — | — | $336K | 0.1% | |
| T Rowe Price T Rowe Price Retire 2065 TR E | — | — | — | $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 | — | — | — | $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% |