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Original filing (PDF)20251015160625NAL0002721843001
CGI COMMUNICATIONS, INC.
Form 5500
FILING_RECEIVED
CGI COMMUNICATIONS, INC. 401(K) PS PLAN/TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
244
Accounts w/ balance
562
Plan assets (EOY)
$16.4M
Net assets (EOY)
$16.4M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CGI COMMUNICATIONS, INC..
Plan sponsor
Name
CGI COMMUNICATIONS, INC.
EIN
16-1568323
Address
130 EAST MAIN STREET · ROCHESTER, NY · 146041610
Phone
(585) 427-0020
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WELKER MOJSEJ & DEVECCHIO CPAS, LL
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $48K | — |
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $17K | — |
Investments
35 direct securities· $16.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| GM Loomis Sayles Core Plus Bond N Loomis Sayles 0 | — | — | — | $2.4M | 14.6% | |
| GM First Eagle Global I First Eagle 0 | — | — | — | $1.6M | 9.8% | |
| GM Macquarie Value R6 Macquarie 0 | — | — | — | $1.5M | 9.0% | |
| GM Principal LargeCap Growth I Instl Principal 0 | — | — | — | $1.2M | 7.3% | |
| GM JPMorgan Core Plus Bond R6 JP Morgan 0 | — | — | — | $1.0M | 6.2% | |
| GM Lord Abbett Mid Cap Stock R4 Lord Abbett 0 | — | — | — | $1.0M | 6.2% | |
| GM American Funds New Perspective R6 American Funds 0 | — | — | — | $863K | 5.3% | |
| Principal LargeCap Growth I Instl Principal 0 | — | — | — | $662K | 4.0% | |
| GM Macquarie Mid Cap Growth I Macquarie 0 | — | — | — | $661K | 4.0% | |
| GM PIMCO Real Return Instl PIMCO 0 | — | — | — | $627K | 3.8% | |
| GM TCW Emerging Markets Income I TCW 0 | — | — | — | $598K | 3.7% | |
| GM Allspring Special Small Cap Value Ins Allspring 0 | — | — | — | $557K | 3.4% | |
| GM Principal Real Estate Securities Inst Principal 0 | — | — | — | $437K | 2.7% | |
| GM DWS Enhanced Commodity Strategy Instl DWS 0 | — | — | — | $407K | 2.5% | |
| American Funds New Perspective R6 American Funds 0 | — | — | — | $407K | 2.5% | |
| GM Lord Abbett High Yield R4 Lord Abbett 0 | — | — | — | $386K | 2.4% | |
| GM Meridian Small Cap Growth Instl Meridian 0 | — | — | — | $304K | 1.9% | |
| BlackRock Liquidity FedFund Premier BlackRock 0 | — | — | — | $272K | 1.7% | |
| Allspring Special Small Cap Value Instl Allspring 0 | — | — | — | $165K | 1.0% | |
| First Eagle Global I First Eagle 0 | — | — | — | $162K | 1.0% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $159K | 1.0% | |
| Meridian Small Cap Growth Instl Meridian 0 | — | — | — | $156K | 1.0% | |
| Macquarie Mid Cap Growth I Macquarie 0 | — | — | — | $154K | 0.9% | |
| Macquarie Value R6 Macquarie 0 | — | — | — | $141K | 0.9% | |
| GM BlackRock Liquidity FedFund Premier BlackRock 0 | — | — | — | $132K | 0.8% | |
| TCW Emerging Markets Income I TCW 0 | — | — | — | $102K | 0.6% | |
| Lord Abbett Mid Cap Stock R4 Lord Abbett 0 | — | — | — | $76K | 0.5% | |
| Loomis Sayles Core Plus Bond N Loomis Sayles 0 | — | — | — | $42K | 0.3% | |
| DWS Enhanced Commodity Strategy Instl DWS 0 | — | — | — | $39K | 0.2% | |
| PIMCO Real Return Instl PIMCO 0 | — | — | — | $31K | 0.2% | |
| Lord Abbett High Yield R4 Lord Abbett 0 | — | — | — | $26K | 0.2% | |
| JPMorgan Core Plus Bond R6 JP Morgan 0 | — | — | — | $23K | 0.1% | |
| Janus Henderson Mid Cap Value I Janus Henderson 0 | — | — | — | $17K | 0.1% | |
| Principal Real Estate Securities Instl Principal 0 | — | — | — | $12K | <0.1% | |
| Macquarie intl Core Equity I Macquarie 0 | — | — | — | $4K | <0.1% |