Filings through Sep 24, 2026.

Retirement plan

CGS Premier Inc. Safe Harbor Plan

Name: CGS PREMIER, INC. - CGS PREMIER INC. SAFE HARBOR PLAN (2025) Form 5500
Creator: CGS PREMIER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CGS PREMIER INC. SAFE HARBOR PLAN, CGS PREMIER, INC.

CGS Premier, Inc.EIN 39-1837061Plan #001PY 2025

S64W15586 COMMERCE CENTER PKWY - MUSKEGO, WI 53150414-412-1509cgspremier.comLinkedIn51-200 employeesmarketing and advertising

Prospect flagsHigh feesLow participation

Top hat statement on fileNQDC

Filed September 29, 2025 (most recent of 4 filings on file)

Plan administrator

Greg Peterson

Muskego, WI 53150

Email Phone

Street address, email and phone are on Solo, $4.99 for your first month.

Plans declared (1)

CGS Premier Inc. Supplemental Executive Retirement Plan, dated September 24, 20251 emp

Open the filing PDF

How to read this page

Total assets (EOY)

$12.4M

+15.5% from 2024

Total participants

+23.7% from 2024

Average account balance

$174,184

+5.8% from 2024

Annual return

14.21%

-3.71 pp from 2024

Benchmarks

See 4,179 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort4,179 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Solo.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2K3D2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$479K

$7146 / participant

Other / not subdivided$479K100.0%

% of EOY assets

3.872%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Filings through Sep 24, 2026.

Retirement plan

CGS Premier Inc. Safe Harbor Plan

CGS Premier, Inc.EIN 39-1837061Plan #001PY 2025

S64W15586 COMMERCE CENTER PKWY - MUSKEGO, WI 53150414-412-1509cgspremier.comLinkedIn51-200 employeesmarketing and advertising

Prospect flagsHigh feesLow participation

People on file2 contacts

NE
Nicole Engman
Filing signerFiling signer
#001
PY 2025
+1 more — auditor, admin, prior signers, …

5500 filings11 filings · 2015–2025

20255500-SF401(k)Latest

5500 PDF

Top hat statement on fileNQDC

Filed September 29, 2025 (most recent of 4 filings on file)

Plan administrator

Greg Peterson

Muskego, WI 53150

Email Phone

Street address, email and phone are on Solo, $4.99 for your first month.

Plans declared (1)

CGS Premier Inc. Supplemental Executive Retirement Plan, dated September 24, 20251 emp

Open the filing PDF

How to read this page

Total assets (EOY)

$12.4M

+15.5% from 2024

Total participants

+23.7% from 2024

Average account balance

$174,184

+5.8% from 2024

Annual return

14.21%

-3.71 pp from 2024

Benchmarks

See 4,179 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort4,179 peers

Snapshot2025

See peer percentile detail with Solo.

Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.

Start Solo for $4.99 Compare plans

Analytics

See the 10-year trajectory with Solo.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2K3D2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$479K

$7146 / participant

Other / not subdivided$479K100.0%

% of EOY assets

3.872%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

CGS Premier Inc. Safe Harbor Plan

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CGS Premier Inc. Safe Harbor Plan

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion