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Original filing (PDF)20251006090615NAL0001742547001
CGI TECHNOLOGIES AND SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
CGI TECHNOLOGIES AND SOLUTIONS, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed7 service providers
Active participants
13,442
Accounts w/ balance
15,608
Plan assets (EOY)
$2.4B
Net assets (EOY)
$2.4B
How this plan invests
This plan
18 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CGI TECHNOLOGIES AND SOLUTIONS, INC..
Plan sponsor
Name
CGI TECHNOLOGIES AND SOLUTIONS, INC.
EIN
54-0856778
Address
11325 RANDOM HILLS RD, SUITE 800 · FAIRFAX, VA · 22030
Phone
(703) 267-2103
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $697K | — |
| TOWERS WATSON | — | CHICAGO, IL | NONE | $127K | — |
| CARON & BLETZER PLLC | — | KINGSTON, NH | NONE | $53K | — |
| WILLIS TOWERS WATSON | — | PHILADELPHIA, PA | NONE | $42K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $26K | — |
| SAVANT CAPITAL LLC | 45-3812777 | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $5K | — |
Investments
7 direct securities · 18 pooled funds· $2.6B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.8B
18 holdings
Uncategorized
$812.4M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDILITY CONTRAFUND COMM PL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 001 | Common Collective Trust | — | — | $387.0M | 15.8% | |
| Vanguard Institutional Index Plus Fund " | — | — | — | $349.2M | 14.3% | |
| Columbia TR Focused Large Cap Growth I Fund " | — | — | — | $198.1M | 8.1% | |
| COLUMBIA TR FCSD LG CP GR FD INST 1 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 114 | Common Collective Trust | — | — | $198.1M | 8.1% | |
| VANGUARD TARGET RET 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $136.7M | 5.6% | |
| VANGUARD TARGET RET 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $118.0M | 4.8% | |
| VANGUARD TARGET RET 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $114.7M | 4.7% | |
| ALLSPRING DISCO SMID CP GROWTH ALLSPRING GLOBAL INVESTMENT · EIN 45-7019640 / PN 001 | Common Collective Trust | — | — | $106.9M | 4.4% | |
| VANGUARD TARGET RET 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $106.4M | 4.4% | |
| SOUND SHORE MGNT., INC. COLL INV TR SEI TRUST COMPANY · EIN 84-3043234 / PN 138 | Common Collective Trust | — | — | $106.4M | 4.4% | |
| VICTORY INTEGRITY SMALL/MID-CAP VAL GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 007 | Common Collective Trust | — | — | $105.6M | 4.3% | |
| VANGUARD TARGET RET 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $94.4M | 3.9% | |
| VANGUARD TARGET RET 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $70.4M | 2.9% | |
| VANGUARD TARGET RET 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $69.8M | 2.9% | |
| Schwab Personal Choice Retirement Self-directed brokerage accounts | — | — | — | $66.0M | 2.7% | |
| PRUDENTIAL CORE PLUS BOND FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $59.8M | 2.4% | |
| Vanguard Federal Money Market Fund " | — | — | — | $55.9M | 2.3% | |
| Vanguard Total Bond Market Index Institutional Fund Mutual fund | — | — | — | $50.6M | 2.1% | |
| DFA World EX US Core Equity Institutional Fund " | — | — | — | $48.7M | 2.0% | |
| VANGUARD TARGET RET 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $46.0M | 1.9% | |
| Vanguard Developed Markets Ind Institutional Fund " | — | — | — | $43.8M | 1.8% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $39.8M | 1.6% | |
| VANGUARD TARGET RET 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $26.4M | 1.1% | |
| VANGUARD TARGET RET INCOME TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $11.0M | 0.5% | |
| VANGUARD TARGET RET 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $10.7M | 0.4% |