Original filing (PDF)20250915152637NAL0000768707001

GSW HOLDINGS, INC.

Name: GSW HOLDINGS, INC. — WM CAPITAL MANAGEMENT, INC. RETIREMENT PLAN, Form 5500 (2023)
Creator: GSW HOLDINGS, INC.

Form 5500-SF

FILING_RECEIVED

WM CAPITAL MANAGEMENT, INC. RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$425K

Net assets (EOY)

$425K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GSW HOLDINGS, INC..

Plan sponsor

Name

GSW HOLDINGS, INC.

EIN

84-3718201

Address

3939 BEE CAVE ROAD · AUSTIN, TX · 78746

Phone

(512) 784-4797

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-15

Pension benefit codes

1E · Section 401(h) arrangement

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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