· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CGI MANAGEMENT INCORPORATED — CGI MANAGEMENT INCORPORATED 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250709133645NAL0004833937001
CGI MANAGEMENT INCORPORATED
Form 5500-SF
FILING_RECEIVED
CGI MANAGEMENT INCORPORATED 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$453K
Net assets (EOY)
$453K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CGI MANAGEMENT INCORPORATED
.
Find decision makers
Plan sponsor
Name
CGI MANAGEMENT INCORPORATED
EIN
04-2754330
Address
651 WASHINGTON ST STE 200 · BROOKLINE, MA · 024464579
Phone
(617) 734-1900
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
GBA GROUPS, INC.
GBA REALTY 401(K) PLAN
$453K · 3 participants
PUNIA COMPANY, LLC
PUNIA COMPANY EMPLOYEES' PROFIT SHARING PLAN & TRUST
$452K · 9 participants
AGAPE MANAGEMENT CORP.
AGAPE MANAGEMENT CORP. 401(K) PLAN
$454K · 20 participants
JOHN D. CLIDY
JOHN D. CLIDY 401(K) RETIREMENT PLAN
$455K · 2 participants
JACOBSON PROPERTY MANAGEMENT, INC
JACOBSON PROPERTY MANAGEMENT INC 401K PLAN
$455K · 9 participants
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MACPHERSONS IV, LLC DBA MACPHER
MACPHERSON'S 401K
$455K · 26 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
