Cambridge Wealth

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

9,623

Total plan assets

$340.2M

Filings (rows)

Direct comp

$664K

Indirect comp

Aggregating 2 name variants under "CAMBRIDGE WEALTH"

Click a variant to view it alone

CAMBRIDGE WEALTH ADVISORS9 CAMBRIDGE WEALTH3

SERVICES PROVIDED

Investment manager9

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
C.W. Matthews Contracting Company, Inc. C.W. Matthews Contracting Company, Inc. 401(k) Plan · all filings	MARIETTA, GA	Investment manager	1,747	$94.3M	$83K	$0
C.W. Matthews Contracting Company, Inc. C.W. Matthews Contracting Company, Inc. 401(k) Plan · all filings	MARIETTA, GA	Investment manager	1,375	$71.9M	$63K	$0
C.W. Matthews Contracting Company, Inc. C.W. Matthews Contracting Company, Inc. 401(k) Plan · all filings	MARIETTA, GA	Investment manager	1,269	$57.4M	$57K	$0
TIP Top Poultry, Inc. TIP Top Poultry, Inc. Retirement / Savings 401(k) Plan · all filings	MARIETTA, GA	Other service providers	1,242	$22.3M	$50K	$0
TIP Top Poultry, Inc. TIP Top Poultry, Inc. Retirement / Savings 401(k) Plan · all filings	MARIETTA, GA	Other service providers	1,232	$19.4M	$41K	$0
Capital City Home Loans Capital City Home Loans 401(k) Plan · all filings	KENNESAW, GA	Investment manager	166	$17.3M	$110K	$0
Capital City Home Loans Capital City Home Loans 401(k) Plan · all filings	LAWRENCEVILLE, GA	Investment manager	178	$17.2M	$83K	$0
TIP Top Poultry, Inc. TIP Top Poultry, Inc. Retirement / Savings 401(k) Plan · all filings	MARIETTA, GA	Other service providers	918	$15.2M	$38K	$0
Capital City Home Loans Capital City Home Loans 401(k) Plan · all filings	LAWRENCEVILLE, GA	Investment manager	200	$13.5M	$76K	$0
HCL Global Systems, Inc. HCL Global Systems 401(k) Plan · all filings	FARMINGTON HILLS, MI	Investment manager	617	$6.9M	$25K	$0
HCL Global Systems, Inc. HCL Global Systems 401(k) Plan · all filings	FARMINGTON HILLS, MI	Investment manager	679	$4.7M	$30K	$0
Capital City Home Loans Capital City Home Loans 401(k) Plan · all filings	KENNESAW, GA	Investment manager	0	$0	$8K	$0