How big is CGBG LLC's plan?

CGBG LLC's plan reported $988K in assets and 3 participants for 2025.

Original filing (PDF)20260413084923NAL0020142787001

CGBG LLC

Name: CGBG LLC — CGBG 401(k) Plan, Form 5500 (2025)
Creator: CGBG LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CGBG 401(k) Plan

401(k) retirement plan · CGBG LLC's CGBG 401(k) Plan held $988K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$988K

Net assets (EOY)

$988K

Plan identifiers

CGBG LLC's EIN is 20-8416475.

EIN 20-8416475

Plan number 001

Plan year 2025

ACK ID 20260413084923NAL0020142787001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

CGBG LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CGBG 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Plan sponsor

Name

CGBG LLC

EIN

all filings

Address

5424 OAKLAWN AVENUE · EDINA, MN · 55424

Phone

(651) 442-6161

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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