How big is GM Wealth Management's plan?

GM Wealth Management's plan reported $133K in assets and 1 participants for 2022.

Original filing (PDF)20230918095233NAL0058424018001

GM Wealth Management

Name: GM Wealth Management — GM Wealth Management Cash, Form 5500 (2022)
Creator: GM Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GM Wealth Management Cash Balance Plan

Defined-benefit pension plan · GM Wealth Management's GM Wealth Management Cash Balance Plan held $133K in plan assets for 1 participants in 2022.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$133K

Net assets (EOY)

$133K

Plan identifiers

GM Wealth Management's EIN is 83-3496754.

EIN 83-3496754

Plan number 002

Plan year 2022

ACK ID 20230918095233NAL0058424018001

Official Form 5500 document

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

Download the official 2022 Form 5500 (PDF)

Plan features

GM Wealth Management's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score