· 2022–2024 · DOL EFAST2
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Cambridge INVT Research ADV — Form 5500 Service Provider Profile | Form 5500 Search
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Cambridge INVT Research ADV
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
1
Active participants
318
Total plan assets
$72.9M
Filings (rows)
1
Direct comp
$17K
Indirect comp
$0
Showing only "CAMBRIDGE INVT RESEARCH ADV"
View all 2 variants aggregated →
CAMBRIDGE INVTS RESEARCH
2
CAMBRIDGE INVT RESEARCH ADV
1
SERVICES PROVIDED
Data / Research / Other vendors
1
Plans served
All 1 plans
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Participants
Assets
Direct comp
Indirect comp
Prophet Brand Strategy
Prophet Brand Strategy 401(k) Plan ·
all filings
SAN FRANCISCO, CA
Data / Research / Other vendors
318
$72.9M
$17K
$0