How big is GDM Private Financial Solutions, LLC's plan?

GDM Private Financial Solutions, LLC's plan reported $886K in assets and 12 participants for 2025.

Original filing (PDF)20260422181211NAL0008404850001

GDM Private Financial Solutions, LLC

Name: GDM Private Financial Solutions, LLC — GDM Private, Form 5500 (2025)
Creator: GDM Private Financial Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GDM Private Financial Solutions, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · GDM Private Financial Solutions, LLC's GDM Private Financial Solutions, LLC 401(k) Profit Sharing Plan held $886K in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$886K

Net assets (EOY)

$886K

Plan identifiers

GDM Private Financial Solutions, LLC's EIN is 45-5484797.

EIN 45-5484797

Plan number 001

Plan year 2025

ACK ID 20260422181211NAL0008404850001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for GDM Private Financial Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

GDM Private Financial Solutions, LLC'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 GDM PRIVATE FINANCIAL SOLUTIONS, 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