Cambridge INVT

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

Active participants

1,190

Total plan assets

$230.7M

Filings (rows)

Direct comp

$19K

Indirect comp

Aggregating 2 name variants under "CAMBRIDGE INVT"

Click a variant to view it alone

CAMBRIDGE INVTS RESEARCH2 CAMBRIDGE INVT RESEARCH ADV1

SERVICES PROVIDED

Advisor / Consultant2

Data / Research / Other vendors1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Quincy Physicians & Surgeons Clinic S.C. d/b/a Quincy Medical Group Quincy Medical Group Retirement Trust · all filings	QUINCY, IL	Advisor / Consultant	872	$157.8M	$2K	$0
Prophet Brand Strategy Prophet Brand Strategy 401(k) Plan · all filings	SAN FRANCISCO, CA	Data / Research / Other vendors	318	$72.9M	$17K	$0
Quincy Physicians & Surgeons Clinic S.C. d/b/a Quincy Medical Group Quincy Medical Group Retirement Trust · all filings	QUINCY, IL	Advisor / Consultant	0	$0	$0	$0