AUMdb

Cgi Technologies And Solutions, Inc. 401(k) Savings Plan

Sponsored by Cgi Technologies And Solutions, Inc. · EIN 540856778 · Plan #001

Total assets
$2.4B
Net assets
$2.4B
Active participants
13,442
With balances
15,608

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024
Fisher Asset Management, Llc CRD 107342 deterministic · 100% 2024
Savant Capital, Llc CRD 107271 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $696,917
Towers Watson Investment advisory (plan), Direct payment from the plan $126,734
Caron & Bletzer Pllc Accounting, Direct payment from the plan $52,770
Willis Towers Watson Investment advisory (plan), Direct payment from the plan $42,104
Fisher Investments Investment advisory (participants), Direct payment from the plan $26,374
Savant Capital Llc Investment advisory (participants), Direct payment from the plan $6,757
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Other commissions $4,841