Cambridge Investment Advisor — 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 Investment Advisor is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $258,979 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $258,979
- Reported indirect compensation
- $0
- Total reported compensation
- $258,979
- Filings
- 8
- Plan sponsors
- 8
- Plans
- 8
- Latest filing year
- 2023
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.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Dewinter Group, LLC | CA | 1 | $110,390 |
| Harbinger Group, LLC Dba Misionero | CA | 1 | $42,917 |
| St. Ann'S Home, Inc. | MA | 1 | $34,146 |
| American Consumer Credit Counseling | MA | 1 | $26,590 |
| Precision Countertops, Inc. | OR | 1 | $15,548 |
| Council For Advancement & Support Of Education | DC | 1 | $14,113 |
| Tire Factory, Inc. | OR | 1 | $12,059 |
| Whitfield & Eddy P.L.C. | IA | 1 | $3,216 |
State footprint
Plans reporting Cambridge Investment Advisor are sponsored in CA (2), MA (2), OR (2), DC (1), IA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Dewinter Group, LLC | The Dewinter Group 401(K) Plan | 2023 | $110,390 | not reported in the loaded dataset |
| Harbinger Group, LLC Dba Misionero | Harbinger 401(K) Plan And Trust | 2023 | $42,917 | not reported in the loaded dataset |
| St. Ann'S Home, Inc. | St. Ann'S Home, Inc. Retirement Plan | 2023 | $34,146 | not reported in the loaded dataset |
| American Consumer Credit Counseling | American Consumer Credit Counseling 401(K) Profit Sharing Plan And Trust | 2023 | $26,590 | not reported in the loaded dataset |
| Precision Countertops, Inc. | Precision Countertops, Inc Profit Sharing Plan & Trust | 2023 | $15,548 | not reported in the loaded dataset |
| Council For Advancement & Support Of Education | Council For Advancement & Support Of Education Tax Dreferred Annuity Plan | 2023 | $14,113 | not reported in the loaded dataset |
| Tire Factory, Inc. | Tire Factory, Inc. 401(K) Plan | 2023 | $12,059 | not reported in the loaded dataset |
| Whitfield & Eddy P.L.C. | Whitfield & Eddy P.L.C. 401(K) Plan | 2023 | $3,216 | $0 |
Related Form 5500 pages
- The Dewinter Group 401(K) Plan (plan 001)
- Dewinter Group, LLC — all reported plans
- Harbinger 401(K) Plan And Trust (plan 001)
- Harbinger Group, LLC Dba Misionero — all reported plans
- St. Ann'S Home, Inc. Retirement Plan (plan 001)
- St. Ann'S Home, Inc. — all reported plans
- American Consumer Credit Counseling 401(K) Profit Sharing Plan And Trust (plan 001)
- American Consumer Credit Counseling — all reported plans
- Precision Countertops, Inc Profit Sharing Plan & Trust (plan 001)
- Precision Countertops, Inc. — all reported plans
- Council For Advancement & Support Of Education Tax Dreferred Annuity Plan (plan 001)
- Council For Advancement & Support Of Education — all reported plans
- Tire Factory, Inc. 401(K) Plan (plan 001)
- Tire Factory, Inc. — all reported plans
- Whitfield & Eddy P.L.C. 401(K) Plan (plan 002)
- Whitfield & Eddy P.L.C. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources