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CGC FINANCIAL SERVICES, LLC

EIN 20-4625548-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.8M assets
Welfare
0
Participants
18
5 CENTERPOINTE DRIVE, SUITE 550 - LAKE OSWEGO, OR 970358652503-670-1958cgcfinancialservices.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.8M - 18 part

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Retirement#001

CGC FINANCIAL SERVICES 401K PROFIT SHARING PLAN

401k

Assets$2.8M
Participants18
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CGC FINANCIAL SERVICES 401K PROFIT SHARING PLAN401k$2.8M182025
Retirement plans
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