Original filing (PDF)20240614123701NAL0032163281001

CAMBIAR INVESTORS, LLC

Name: CAMBIAR INVESTORS, LLC — CAMBIAR INVESTORS, LLC PENSION PLAN, Form 5500 (2023)
Creator: CAMBIAR INVESTORS, LLC

Form 5500-SF

FILING_RECEIVED

CAMBIAR INVESTORS, LLC PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 CAMBIAR INVESTORS, LLC.

Plan sponsor

Name

CAMBIAR INVESTORS, LLC

EIN

84-1596610

Address

200 COLUMBINE STREET SUITE 800 · DENVER, CO · 802064735

Phone

(303) 302-9000

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-04-22

Filed

2024-06-14

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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