Alyssa Chevassus signed Cambium Endeavors, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cambium Endeavors, LLC's EIN is 91-0420340.
Download the official 2024 Form 5500 (PDF) for Cambium Endeavors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cambium Endeavors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $38K | — |
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.
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 | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | — | $5.6M | 24.3% | |
| BLACKROCK LFPTH IDX RTMT S FD GREAT GRAY TRUST COMPANY · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $5.6M | 24.3% | |
| BLACKROCK LFPTH IDX 2030 S FD GREAT GRAY TRUST COMPANY · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $3.0M | 13.0% | |
| BLACKROCK LFPTH INDX 2035 S FD GREAT GRAY TRUST COMPANY · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $2.9M | 12.7% | |
| BLACKROCK LFPTH IDX 2040 S FD GREAT GRAY TRUST COMPANY · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $2.5M | 11.0% | |
| BLACKROCK LFPTH IDX 2050 S FD GREAT GRAY TRUST COMPANY · EIN 26-3763031 / PN 149 | Common Collective Trust | — | — | $1.6M | 6.8% | |
| BLACKROCK LFPTH INDX 2045 S FD GREAT GRAY TRUST COMPANY · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $1.3M | 5.8% | |
| BLACKROCK LFPTH INDX 2055 S FD GREAT GRAY TRUST COMPANY · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $1.2M | 5.3% | |
| Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | — | $1.1M | 4.8% | |
| John Hancock Bond R6 Fund | Other securities | — | — | $702K | 3.0% | |
| Vanguard Emg Mk Stk Idx Adm Fd | Common Collective Trusts | — | — | $326K | 1.4% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | — | $253K | 1.1% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | — | $228K | 1.0% | |
| BLACKROCK MID CAP GR EQ CL L1 GREAT GRAY TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | — | $174K | 0.8% | |
| Frankln Small Cap Value GG R | Other securities | — | — | $174K | 0.8% | |
| Columbia Div Income I3 Fund | Other securities | — | — | $163K | 0.7% | |
| STATE STREET US BD ID SL XIV | Other securities | — | — | $160K | 0.7% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $160K | 0.7% | |
| Inv Discov R6 Fd | Other securities | — | — | $127K | 0.6% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | — | $107K | 0.5% | |
| BLACKROCK LFPTH IDX 2060 S FD GREAT GRAY TRUST COMPANY · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $98K | 0.4% | |
| STATE ST WD DV EX US IDX II FD | Common Collective Trusts | — | — | $95K | 0.4% | |
| Prin LgCap Growth I R6 Fund | Other securities | — | — | $91K | 0.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $91K | 0.4% | |
| Vanguard Total Wld St Idx Adm | Common Collective Trusts | — | — | $90K | 0.4% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $53K | 0.2% | |
| BlackRock Mid Cap Gr Eq Cl L1 | Other securities | — | — | $48K | 0.2% | |
| Principal Stable Value Z Fund | Stable Value | — | — | $39K | 0.2% | |
| PRINCIPAL US REIT FUND TIER I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $39K | 0.2% | |
| STATE STREET EM IDX SL II FD | Common Collective Trusts | — | — | $37K | 0.2% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $31K | 0.1% | |
| Principal US REIT Fund Tier I | Common Stocks | — | — | $31K | 0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE | Common Stocks | — | — | $29K | 0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $29K | 0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $28K | 0.1% | |
| PIMCO INCOME INSTITUTIONAL FD | Mutual Funds | — | — | $28K | 0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $24K | 0.1% | |
| STABLE VALUE FIXED INCOME CIT | Stable Value | — | — | $24K | 0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $16K | <0.1% | |
| PRIN LGCP S&P 500 IDX SA-NE | Common Collective Trusts | — | — | $16K | <0.1% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $15K | <0.1% | |
| BlackRock LfPth Indx 2055 S Fd | Other securities | — | — | $15K | <0.1% | |
| Victory Sycamore Est Val R6 Fd | Other securities | — | — | $755 | <0.1% | |
| Participant Loans | Participant loans | — | — | $281 | <0.1% | |
| BLACKROCK LFPTH INDX 2025 S FD GREAT GRAY TRUST COMPANY · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $0 | <0.1% |
