GDM Private Financial Solutions, LLC 401(k) Plan

The GDM Private Financial Solutions, LLC 401(k) on its latest Form 5500

GDM Private Financial Solutions, LLC (EIN 45-5484797) reports GDM PRIVATE FINANCIAL SOLUTIONS, LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $886K in plan assets across 12 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 GDM Private Financial Solutions, LLC filing — schedules, fees, and providers.

Who runs the GDM Private Financial Solutions, LLC 401(k)?

GDM Private Financial Solutions, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask GDM Private Financial Solutions, LLCHR for the recordkeeper’s name and login.

How to check your GDM Private Financial Solutions, LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask GDM Private Financial Solutions, LLC HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).