How big is CGN Advisors, LLC's plan?

CGN Advisors, LLC's plan reported $950K in assets and 19 participants for 2024.

Original filing (PDF)20251009154950NAL0015983442001

CGN Advisors, LLC

Name: CGN Advisors, LLC — CGN Advisors, LLC 401(k) Plan, Form 5500 (2024)
Creator: CGN Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CGN Advisors, LLC 401(k) Plan

401(k) retirement plan · CGN Advisors, LLC's CGN Advisors, LLC 401(k) Plan held $950K in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$950K

Net assets (EOY)

$950K

People on this filing

Richard Tatum signed CGN Advisors, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

CGN Advisors, LLC's EIN is 45-3533489.

EIN 45-3533489

Plan number 001

Plan year 2024

ACK ID 20251009154950NAL0015983442001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CGN Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CGN Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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