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Original filing (PDF)20251014060341NAL0004770402001

CAMBRIDGE INTERNATIONAL SYSTEMS

Form 5500
FILING_RECEIVED
CAMBRIDGE INTERNATIONAL SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
146
Accounts w/ balance
211
Plan assets (EOY)
$22.0M
Net assets (EOY)
$22.0M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAMBRIDGE INTERNATIONAL SYSTEMS.
Plan sponsor
Name
CAMBRIDGE INTERNATIONAL SYSTEMS
EIN
54-1738975
Address
2300 CLARENDON BLVD., SUITE 705 · ARLINGTON, VA · 22201
Phone
(240) 925-9651
Industry
Constructionsee all
Plan administrator
Name
NPPG FIDUCIARY SERVICES
EIN
30-0835405
City
SHREWSBURY, NJ
Phone
(732) 758-1577
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HLB GRAVIER, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745RECORD KEEPER$29K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
THE CAPITAL GROUP INVESTMENT ADVISOBETHESDA, MDINVESTMENT MANAGER$25K

Investments

28 direct securities· $21.9M(99% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
VAN TARGET RETIRE 2030
Registered Investment Companies
$3.4M15.6%
VAN TARGET RETIRE 2035
Registered Investment Companies
$2.8M12.7%
FID 500 IND
Registered Investment Companies
$2.1M9.5%
VAN TARGET RETIRE 2040
Registered Investment Companies
$2.0M9.0%
VAN TARGET RETIRE 2050
Registered Investment Companies
$1.3M6.0%
VAN TARGET RETIRE 2020
Registered Investment Companies
$1.3M5.8%
NUVEEN LG CAP GROWTH R6
Registered Investment Companies
$1.2M5.7%
VAN TARGET RETIRE 2045
Registered Investment Companies
$1.1M5.2%
AB LARGE CAP GROWTH FUND Z
Registered Investment Companies
$889K4.0%
VANGUARD TOT BND MKT IND- ADM
Registered Investment Companies
$860K3.9%
VAN TARGET RETIRE 2025
Registered Investment Companies
$587K2.7%
VANGUARD VALUE INDEX FUND ADMR
Registered Investment Companies
$551K2.5%
VAN TARGET RETIRE 2055
Registered Investment Companies
$377K1.7%
VANGUARD SMALL CAP INDEX ADMRL
Registered Investment Companies
$357K1.6%
BAIRD SHORT TERM BOND INST
Registered Investment Companies
$330K1.5%
JPMORGAN MID CAP GROWTH R6
Registered Investment Companies
$306K1.4%
AMC SMALL CAP GROWTH - R6
Registered Investment Companies
$303K1.4%
FID MID CAP INDEX
Registered Investment Companies
$298K1.4%
VAN TARGET RETIRE INC
Registered Investment Companies
$253K1.1%
AMERICAN FUNDS EUROPAC GRO- R6
Registered Investment Companies
$239K1.1%
VANGUARD FEDERAL MM INV
Registered Investment Companies
$234K1.1%
VAN TARG RETIRE 2060
Registered Investment Companies
$217K1.0%
NUVEEN INT EQ INDEX R6
Registered Investment Companies
$215K1.0%
PGIM HIGH YIELD FUND R6
Registered Investment Companies
$158K0.7%
AMC SMALL CAP VALUE FUND - R6
Registered Investment Companies
$148K0.7%
VANGUARD MID CAP VALUE IND ADM
Registered Investment Companies
$107K0.5%
FID TOTAL MARKET INDEX
Registered Investment Companies
$96K0.4%
PRI REAL ESTATE SECURITIES R6
Registered Investment Companies
$50K0.2%

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