P 401(k) Plan Report
P 401(k) Plan Report

Stable plan record

CGI WEALTH MANAGEMENT, LLC 401(K) PLAN

Sponsored by CGI WEALTH MANAGEMENT, LLC · EIN/PN 454127377-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$13,107
Administrative cost per participant
2025
$25
Active participants
2025
4
Total plan assets
2025
$1,902,528
Participant loans as a share of assets
2025
0.2%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260402084351NAL00035006080014$13,107
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.