Plan Ledger DOL Form 5500 · updated monthly

Cambridge Investment Group, Inc.Profit-sharing plan

CAMBRIDGE INVESTMENT GROUP, INC. PROFIT SHARING PLAN · FAIRFIELD, IA · plan year 2022

Reported admin expense ratio · 2022
0.47%

Cambridge Investment Group, Inc. reported $78,486 in plan administrative expenses for 2022: 0.47% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Iowa (451st of 878), and 3,302nd of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$17,001,274
Participants with balances802
Active participants673
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$21,199
Benefits paid to participants$1,894,543
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$78,486
Total administrative$78,486
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$78,486 · 0.47%
Similar plansFinance & Insurance · Iowa
Lincoln Bancorp IA$19.0M · 0.32%
Cusb Bank IA$16.2M · 0.28%
Auxiant IA$15.2M · 0.29%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391897480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.