Plan Ledger DOL Form 5500 · updated monthly

Cambridge Management, Inc.401(k)

CAMBRIDGE MANAGEMENT, INC. 401(K) PLAN · TACOMA, WA · plan year 2024

Reported admin expense ratio · 2024
1.19%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Cambridge Management, Inc. reported $64,368 in plan administrative expenses for 2024: 1.19% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,801 per active participant. 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.

Across the 2 years on file its reported administrative ratio fell from 1.76% to 1.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Washington (1,294th of 1,714), and 1,427th of 2,096 in real estate & leasing. In 2024, employees put in $1.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,853,700
Participants with balances320
Active participants239
Employer contributions$430,522
Employee contributions$602,120
Employer contribution per active participant$1,801
Average account balance$18,293
Benefits paid to participants$757,740
Plan auditUnmodified (clean) audit opinion
AuditorSHANNON & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.9M · 320 accts · $431K emplr
2023$5.0M · 343 accts · $409K emplr
2022$4.4M · 396 accts · $439K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,148
Investment management$20,220
Total administrative$64,368
The Cambridge Management, Inc. 401(k) match · 2024
Employer contribution per active participant$1,801
Median for plans this size$1,313
2024$1,801 per active participant
2023$1,624 per active participant
2022$1,736 per active participant

Cambridge Management, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$44,148
LPL FINANCIAL CORPORATION RPCP · Investment advisory (plan)$20,220

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$64,368 · 1.19%
2023$68,676 · 1.46%
2022$84,300 · 1.76%
Same employer
Similar plansReal Estate & Leasing · Washington
Idm Companies, LLC WA$6.3M · 1.09%
Forterra Nw WA$4.5M · 0.90%
Idm Apartments, LLC WA$3.8M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911378358 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.