How big is CIC Wealth, LLC's plan?

CIC Wealth, LLC's plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20251006115535NAL0009200754001

CIC Wealth, LLC

Name: CIC Wealth, LLC — CIC Wealth Management Group, Inc., Form 5500 (2024)
Creator: CIC Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CIC Wealth Management Group, Inc. 401(k) P/S Plan

401(k) retirement plan · CIC Wealth, LLC's CIC Wealth Management Group, Inc. 401(k) P/S Plan held $1.3M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Ryan B. Wibberley signed CIC Wealth, LLC's 2024 Form 5500 as plan administrator.

Ryan B. Wibberley — 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

CIC Wealth, LLC's EIN is 82-2881062.

EIN 82-2881062

Plan number 001

Plan year 2024

ACK ID 20251006115535NAL0009200754001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

CIC Wealth, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA), 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 CIC WEALTH, 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 (99th percentile).

Plan sponsor

Name

CIC WEALTH, LLC

EIN

all filings

Address

1101 WOOTTON PARKWAY · SUITE 980 · ROCKVILLE, MD · 20852

Phone

(301) 816-4683

Industry

Finance & Insurance

Plan administrator