How big is CGI Wealth Management, LLC's plan?

CGI Wealth Management, LLC's plan reported $1.9M in assets and 4 participants for 2025.

Original filing (PDF)20260402084351NAL0003500608001

CGI Wealth Management, LLC

Name: CGI Wealth Management, LLC — CGI Wealth Management, Form 5500 (2025)
Creator: CGI Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CGI Wealth Management, LLC 401(k) Plan

401(k) retirement plan · CGI Wealth Management, LLC's CGI Wealth Management, LLC 401(k) Plan held $1.9M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

CGI Wealth Management, LLC's EIN is 45-4127377.

EIN 45-4127377

Plan number 001

Plan year 2025

ACK ID 20260402084351NAL0003500608001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

CGI Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 CGI WEALTH MANAGEMENT, 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

CGI WEALTH MANAGEMENT, LLC

EIN

all filings

Address

5 DARTMOUTH DRIVE · AUBURN, NH · 03032

Phone

(603) 232-9317

Industry

Finance & Insurance

Plan administrator