How big is CGC Financial Services, LLC's plan?

CGC Financial Services, LLC's plan reported $2.8M in assets and 13 participants for 2025.

Original filing (PDF)20260514180951NAL0017130802001

CGC Financial Services, LLC

Name: CGC Financial Services, LLC — CGC Financial Services, Form 5500 (2025)
Creator: CGC Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CGC Financial Services 401(k) Profit Sharing Plan

401(k) retirement plan · CGC Financial Services, LLC's CGC Financial Services 401(k) Profit Sharing Plan held $2.8M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Glen Clemans signed CGC Financial Services, LLC's 2025 Form 5500 as plan administrator.

Glen Clemans — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CGC Financial Services, LLC's EIN is 20-4625548.

EIN 20-4625548

Plan number 001

Plan year 2025

ACK ID 20260514180951NAL0017130802001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for CGC Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

CGC Financial Services, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, a self-directed brokerage window, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CGC FINANCIAL SERVICES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score