What public Form 5500 filings show about the GDI Services Inc. 401(k) plan — and how to find and check your own account.
GDI Services Inc. (EIN 39-2079800) reports GDI SERVICES INC. 401(K) SAVINGS PLAN on its most recent Form 5500, with $137K in plan assets across 8 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full GDI Services Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is JULY BUSINESS SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your GDI Services Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PALATINE HILL WEALTH MANAGEMENT.
