Cambridge Bancorp Employee Retirement Plan
Sponsored by Cambridge Trust Company · EIN 041145370 · Plan #001
- Total assets
- $10.2K
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Brown Advisory Llc CRD 110181 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Brown Advisory | Investment advisory (plan), Direct payment from the plan | $178,203 |
| Charles Schwab Trust Company | Custodial (securities), Investment management fees (direct) | $16,117 |