Cambridge Bancorp Savings Investment Plan
Sponsored by Cambridge Trust Company · EIN 041145370 · Plan #002
- Total assets
- $141K
- Net assets
- $141K
- Active participants
- 0
- With balances
- 5
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 |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $139,226 |
| Sentinel Pension Advisors | Investment advisory (plan), Direct payment from the plan | $69,083 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (institutional), Direct payment from the plan | $21,335 |