How big is GEM Asset Management LLC's plan?

GEM Asset Management LLC's plan reported $1.2M in assets and 8 participants for 2024.

Original filing (PDF)20250728171036NAL0005427186001

GEM Asset Management LLC

Name: GEM Asset Management LLC — GEM Asset Management LLC, Form 5500 (2024)
Creator: GEM Asset Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GEM Asset Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · GEM Asset Management LLC's GEM Asset Management LLC 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

S Timothy Story signed GEM Asset Management LLC's 2024 Form 5500 as plan administrator.

S Timothy Story — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

GEM Asset Management LLC's EIN is 20-0047021.

EIN 20-0047021

Plan number 001

Plan year 2024

ACK ID 20250728171036NAL0005427186001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GEM Asset Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GEM Asset Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GEM ASSET MANAGEMENT LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score