AUMdb

Cambridge Mobile Telematics 401(k) Plan

Sponsored by Cambridge Mobile Telematics, Inc. · EIN 271188433 · Plan #001

Total assets
$44.4M
Net assets
$44.4M
Active participants
325
With balances
444

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Twelve Points Wealth Management Llc CRD 171107 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Twelve Points Wealth Management Investment advisory (plan), Direct payment from the plan $55,718
John Hancock Retirement Plan Servic Recordkeeping $33,173