CAMBRIDGE INVESTMENT GROUP, INC. PROFIT SHARING PLAN

At the end of 2022, the total retirement plan assets of CAMBRIDGE INVESTMENT GROUP, INC. PROFIT SHARING PLAN is $17,001,274.This plan was established in 2017.

At the end of 2022, the total number of retirement plan participants in CAMBRIDGE INVESTMENT GROUP, INC. PROFIT SHARING PLAN is 1004

In 2022, the average participant retirement account value for CAMBRIDGE INVESTMENT GROUP, INC. PROFIT SHARING PLAN is $16,933

In 2022, the total retirement plan asset growth rate of CAMBRIDGE INVESTMENT GROUP, INC. PROFIT SHARING PLAN is 5.44%

In 2022, the estimated aggregate retirement account investment gain/loss for CAMBRIDGE INVESTMENT GROUP, INC. PROFIT SHARING PLAN is 18.83%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of CAMBRIDGE INVESTMENT GROUP, INC. PROFIT SHARING PLAN is 0.46%.

Enrollment Features

CAMBRIDGE INVESTMENT GROUP, INC. PROFIT SHARING PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.