Angela Cooper signed Cambridge Real Estate Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cambridge Real Estate Services, Inc.'s EIN is 93-1299275.
Download the official 2024 Form 5500 (PDF) for Cambridge Real Estate Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cambridge Real Estate Services, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $83K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Instl | Common Collective Trusts | — | — | $1.2M | 7.8% | |
| JPMorgan US Equity R3 | Other securities | — | — | $879K | 5.7% | |
| MFS Massachusetts Investors Growth Stock A | Mutual Funds | — | — | $792K | 5.1% | |
| Victory Munder International Small Cap A | Other securities | — | — | $726K | 4.7% | |
| BlackRock Emerging Markets Inv A | Other securities | — | — | $714K | 4.6% | |
| MFS Growth A | Mutual Funds | — | — | $697K | 4.5% | |
| ClearBridge Large Cap Growth A | Other securities | — | — | $572K | 3.7% | |
| Janus Henderson Triton A | Mutual Funds | — | — | $557K | 3.6% | |
| Federated Hermes Mid Cap Growth R6 | Other securities | — | — | $516K | 3.4% | |
| Franklin Small Cap Value A | Mutual Funds | — | — | $507K | 3.3% | |
| Voya Intermediate Bond A | Other securities | — | — | $506K | 3.3% | |
| Pioneer Strategic Income A | Other securities | — | — | $490K | 3.2% | |
| Loomis Sayles Core Plus Bond R | Other securities | — | — | $482K | 3.1% | |
| MFS Mid Cap Value A | Mutual Funds | — | — | $444K | 2.9% | |
| Voya Corporate Leaders 100 | Other securities | — | — | $437K | 2.8% | |
| iShares MSCI EAFE International Index A | Other securities | — | — | $384K | 2.5% | |
| MFS Value A | Mutual Funds | — | — | $375K | 2.4% | |
| MFS Internation Growth A | Mutual Funds | — | — | $369K | 2.4% | |
| DWS Real Estate Securities A | Other securities | — | — | $359K | 2.3% | |
| Participant Loans | Participant loans | — | — | $337K | 2.2% | |
| Janus Henderson Global Equity Income A | Mutual Funds | — | — | $328K | 2.1% | |
| JPMorgan US Equity Income R3 | Other securities | — | — | $322K | 2.1% | |
| Janus Henderson Overseas A | Mutual Funds | — | — | $320K | 2.1% | |
| BlackRock High Yield Bond Inv A | Other securities | — | — | $295K | 1.9% | |
| BNY Mellon | Other securities | — | — | $292K | 1.9% | |
| American Century Disciplined Core Value A | Other securities | — | — | $285K | 1.9% | |
| BlackRock Advantage Large Cap Value A | Other securities | — | — | $275K | 1.8% | |
| Janus Henderson Developed World Bond A | Mutual Funds | — | — | $255K | 1.7% | |
| Lord Abbett Short Dur Income Fund Class R4 | Mutual Funds | — | — | $247K | 1.6% | |
| Nationwide Mid Cap Market Index A | Other securities | — | — | $208K | 1.4% | |
| Columbia Small Cap Index A | Other securities | — | — | $197K | 1.3% | |
| JPMorgan US Small Company R3 | Common Stocks | — | — | $193K | 1.3% | |
| BlackRock Liquidity FedFund CM | Other securities | — | — | $177K | 1.1% | |
| BlackRock Inflation Protected Bond Inv A | Other securities | — | — | $167K | 1.1% | |
| Columbia US Treasury Index A | U.S. Treasuries | — | — | $166K | 1.1% | |
| Fidelity Advisor Government Income M | Mutual Funds | — | — | $166K | 1.1% | |
| JPMorgan SMID Cap Equity R3 | Other securities | — | — | $135K | 0.9% | |
| First Eagle Global A | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
