Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Cambridge Investment Group
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 56 retirement plans with 100 or more participants reported paying Cambridge Investment Group $5,000 or more. Those plans cover 149,286 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.0M. Per plan, the median was $29.93 per participant, with the middle half of plans between $14.28 and $61.92. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (15), Washington (9) and Pennsylvania (6).
In 2015 it appeared on 17 such filings; in 2024, 61. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $14.28 | $29.93 | $61.92 |
| Compensation as a share of plan net assets | 0.03% | 0.08% | 0.21% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Aya Healthcare Services, Inc. 401(k) Plan | Aya Healthcare Services, Inc. | CA | 59,752 | $443M | $13K |
| Penn State Health Tax Sheltered Annuity Program | Penn State Health | PA | 20,282 | $532M | $43 |
| Multicare Health System 403(b) Employee Savings Plan | Multicare Health System | WA | 20,136 | $1.16B | $8,619 |
| Multicare Health System Retirement Account Plan | Multicare Health System | WA | 15,127 | $562M | $4,032 |
| The Alden Network 401(k) Plan | The Alden Group, Ltd. | IL | 4,783 | $128M | $99K |
| Dsi 401(k) Plan | Dothan Security, Inc. | AL | 2,668 | $2.2M | $11K |
| WPMG 401(k) Retirement Savings Plan | Washington Permanente Medical Group, P.C. | WA | 2,378 | $1.47B | $30K |
| Locke Lord LLP Retirement Savings Plan | Locke Lord LLP | TX | 1,793 | $892M | $11K |
| Faith Regional Health Services Tax Deferred Annuity Plan | Faith Regional Health Services | NE | 1,641 | $104M | $49K |
| Faith Regional Health Services Employees Retirement Plan | Faith Regional Health Services | NE | 1,567 | $62.0M | $29K |
| Tidewater Physicians Multispecialty Group, P.C. 401(k) Plan | Tidewater Physicians Multispecialty Group, P.C. | VA | 1,464 | $169M | $6,346 |
| Buchanan Ingersoll & Rooney PC Retirement Savings Plan | Buchanan Ingersoll & Rooney PC | PA | 1,326 | $484M | $9,333 |
| Columbus Community Hospital, Inc. Employees' Retirement Plan | Columbus Community Hospital, Inc. | NE | 1,100 | $43.5M | $3,903 |
| Housecall Pro 401(k) Plan | Codefied Inc. | CO | 1,045 | $17.3M | $42K |
| City of Hope Medical Group 401(k) Retirement Savings Plan | City of Hope Medical Group, Inc. | CA | 733 | $387M | $12K |
| St. Vincent de Paul Village 401(k) Profit Sharing Plan | St. Vincent de Paul Village | CA | 654 | $7.6M | $1,361 |
| Progress Foundation 403(b) Retirement Plan | Progress Foundation | CA | 647 | $11.9M | $16K |
| Soapy Joe's 401(k) Plan | Soapy Joes Group, Inc. | CA | 602 | $2.4M | $7,476 |
| Kedren Retirement Plan | Kedren Community Health Center, Inc. | CA | 500 | $17.4M | $33K |
| Brown Rudnick LLP 401(k) Profit Sharing Plan a | Brown Rudnick LLP | MA | 467 | $141M | $9,671 |
| Element Biosciences 401(k) Plan | Element Biosciences, Inc. | CA | 440 | $27.5M | $23K |
| Truline 401(k) Plan | Truline Corporation | NV | 434 | $7.5M | $14K |
| The New England College of Optometry Defined Contribution Retirement Plan | The New England College of Optometry | MA | 424 | $49.4M | $41K |
| Harbin Lumber Co., Inc. 401(k) Profit Sharing Plan | Harbin Lumber Co., Inc. | GA | 408 | $16.6M | $22K |
| The Blair Companies Retirement Income Plan | Blair Image Elements | PA | 407 | $11.7M | $22K |
| Neology, Inc. 401(k) Discretionary P/s Plan | Neology, Inc. | CA | 398 | $12.4M | $26K |
| Compass Youth Services, LLC 401(k) Plan | Compass Youth Services, LLC | VA | 379 | $8.1M | $38K |
| Teal Jones Lumber Services, Inc. 401(k) Plan | Teal Jones Lumber Services, Inc. | WA | 362 | $9.1M | $19K |
| Exceptional Family Resources 401(k) Plan | Exceptional Family Resources, Inc. | NY | 361 | $3.3M | $21K |
| Hanson Bridgett LLP Profit Sharing Plan | Hanson Bridgett LLP | CA | 359 | $178M | $6,137 |
| Sanisure LLC 401(k) Profit Sharing Plan | Sanisure LLC | CA | 345 | $7.6M | $22K |
| Sanisure LLC 401(k) Profit Sharing Plan | Sanisure LLC | CA | 345 | $7.6M | $22K |
| Jain America Holdings LLC 401(k) Plan | Jain America Holdings LLC | CA | 339 | $19.9M | $30K |
| B & M Precision, Inc. | B & M Precision, Inc. | FL | 333 | $23.1M | $8,205 |
| One Community Health 401(k) Plan | One Community Health | OR | 331 | $15.2M | $19K |
| Pulmonary Associates of Richmond, Inc. Profit Sharing Plan | Pulmonary Associates of Richmond, Inc. | VA | 319 | $51.2M | $18K |
| Lokey Automotive Group 401(k) Plan | Lokey Oldsmobile, Inc. | FL | 311 | $11.6M | $5,689 |
| Pyramid Companies 401(k) Plan | Pyramid Management Group, LLC | NY | 289 | $20.2M | $58K |
| WFP US LLC 401(k) Plan | Western Forest Products US LLC | WA | 283 | $10.4M | $23K |
| American National Standards Institute 403(b) Plan | American National Standards Institute | NY | 277 | $65.1M | $33K |
Questions and answers
How many plans does Cambridge Investment Group serve?
56 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Cambridge Investment Group?
The median plan reported $29.93 per participant in direct and indirect compensation (55 plans reporting an amount), or 0.08% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (32 plans), Investment advisory (participants) (11 plans), Recordkeeping and information management (5 plans) and Trustee (bank, trust company, or similar financial institution) (5 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.