How big is GMF Private Wealth Management LP's plan?

GMF Private Wealth Management LP's plan reported $26K in assets and 2 participants for 2022.

Original filing (PDF)20230919152216NAL0000483027001

GMF Private Wealth Management LP

Name: GMF Private Wealth Management LP — Solomon API, Form 5500 (2022)
Creator: GMF Private Wealth Management LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Solomon API 401(k) Plan

401(k) retirement plan · GMF Private Wealth Management LP's Solomon API 401(k) Plan held $26K in plan assets for 2 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

Plan identifiers

GMF Private Wealth Management LP's EIN is 45-4150206.

EIN 45-4150206

Plan number 001

Plan year 2022

ACK ID 20230919152216NAL0000483027001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for GMF Private Wealth Management LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

GMF Private Wealth Management LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GMF PRIVATE WEALTH MANAGEMENT LP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

GMF PRIVATE WEALTH MANAGEMENT LP

EIN

all filings

Address

1950 ROCKLEDGE BOULEVARD · SUITE 201 · ROCKLEDGE, FL · 32955

Phone

(855) 288-8944

Industry

Finance & Insurance

Plan administrator