Original filing (PDF)20250509142012NAL0013381873001

CAMBRIDGE INTERNATIONAL PARTNERS LLC

Name: CAMBRIDGE INTERNATIONAL PARTNERS LLC — CAMBRIDGE INTERNATIONAL PARTNERS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CAMBRIDGE INTERNATIONAL PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

CAMBRIDGE INTERNATIONAL PARTNERS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAMBRIDGE INTERNATIONAL PARTNERS LLC.

Plan sponsor

Name

CAMBRIDGE INTERNATIONAL PARTNERS LLC

EIN

80-0963931

Address

780 THIRD AVENUE · 11TH FLOOR · NEW YORK, NY · 10017

Phone

(212) 826-8293

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-09

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

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

HEALTH QUEST CORPORATION

HEALTH QUEST CORPORATION 401(K) SAVINGS PLAN

$2.3M · 11 participants

VERGER CAPITAL MANAGEMENT LLC

VERGER CAPITAL MANAGEMENT LLC 401(K) PLAN

$2.3M · 18 participants

TRAPP FINANCIAL, LLC

TRAPP FINANCIAL, LLC 401(K) PLAN AND TRUST

$2.3M · 5 participants

THE TRUST COMPANY OF KANSAS

THE TRUST COMPANY OF KANSAS 401(K) PROFIT SHARING PLAN

$2.3M · 39 participants

HUMMER MOWER ASSOCIATES LLC

HUMMER MOWER ASSOCIATES LLC 401K AND PROFIT SHARING PLAN