How big is Civix Strategy Group, LLC's plan?

Civix Strategy Group, LLC's plan reported $3.2M in assets and 16 participants for 2025.

Original filing (PDF)20260506075324NAL0002857522001

Civix Strategy Group, LLC

Name: Civix Strategy Group, LLC — Civix Strategy Group, Form 5500 (2025)
Creator: Civix Strategy Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Civix Strategy Group 401(k) Plan

401(k) retirement plan · Civix Strategy Group, LLC's Civix Strategy Group 401(k) Plan held $3.2M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Laura Thibault signed Civix Strategy Group, LLC's 2025 Form 5500 as plan administrator.

Laura Thibault — 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

Civix Strategy Group, LLC's EIN is 47-2782698.

EIN 47-2782698

Plan number 001

Plan year 2025

ACK ID 20260506075324NAL0002857522001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Civix Strategy Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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