Plan5500

Cambridge Invest. Research Advisors — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cambridge Invest. Research Advisors is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $155,444 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$155.4KDirect + indirect, across loaded filings$155,444
Plans served4
Plan sponsors4
Filings4
Direct vs. indirect compensation
Direct compensation$155.4K
Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation58%Biohaven Pharmaceuticals Inc
Top state share of plans50%CA
Plan sponsors served4
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Cambridge Invest. Research Advisors. Bars show relative scale.

  1. 1
    Biohaven Pharmaceuticals Inc$90.4K
    CT · 1 plan(s)
  2. 2
    Thoughtspot, Inc.$45.8K
    CA · 1 plan(s)
  3. 3
    Books Inc.$10.1K
    CA · 1 plan(s)
  4. 4
    Dornier Medtech America, Inc.$9.3K
    GA · 1 plan(s)
Geographic reach

State footprint

Where Cambridge Invest. Research Advisors appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    CA2 plan(s)
  2. 2
    CT1 plan(s)
  3. 3
    GA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Cambridge Invest. Research Advisors are sponsored, by plan count.

  1. 1
    Mountain View, CA1 plan(s)
  2. 2
    San Leandro, CA1 plan(s)
  3. 3
    New Haven, CT1 plan(s)
  4. 4
    Kennesaw, GA1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Biohaven Pharmaceuticals Inc 401k Plan$90.4K
    Biohaven Pharmaceuticals Inc, CT · Direct $90.4K · Indirect $0 · 2023
  2. 2
    Thoughtspot Inc 401(K) Profit Sharing Plan & Trust$45.8K
    Thoughtspot, Inc., CA · Direct $45.8K · Indirect $0 · 2023
  3. 3
    Books Inc. 401(K) Plan$10.1K
    Books Inc., CA · Direct $10.1K · Indirect $0 · 2023
  4. 4
    Dornier Medtech America, Inc. 401(K) Plan$9.3K
    Dornier Medtech America, Inc., GA · Direct $9.3K · Indirect $0 · 2023

Related Form 5500 pages