CAMBRIDGE INVESTMENTS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
3
Active participants
14,817
Total plan assets
$315.1M
Filings (rows)
3
Direct comp
$0
Indirect comp
$49K
Aggregating 2 name variants under "CAMBRIDGE INVESTMENTS"
SERVICES PROVIDED
Advisor / Consultant2
Other1
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| PLAN FIDUCIARY SERVICES, INC. THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN | CLEARWATER, FL | Advisor / Consultant RIA | 11,122 | $181.1M | $0 |
| PLAN FIDUCIARY SERVICES, INC. THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN | CLEARWATER, FL | Advisor / Consultant RIA | 3,389 | $132.7M | $0 |
| CONGO, LLC EMPLOYEES' 401K PLAN | LOUISVILLE, KY | Other | 306 | $1.3M | $0 |