Original filing (PDF)20250430093514NAL0003521842001

GMO LLC

Name: GMO LLC — GMO LLC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: GMO LLC

Form 5500-SF

FILING_RECEIVED

GMO LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$171

Net assets (EOY)

$39

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

GMO LLC

EIN

84-4700335all filings

Address

2992 SHIRLEE DR · LEXINGTON, KY · 40504

Phone

(859) 514-6045

Industry

Finance & Insurancesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-07-01

Tax period

2024-09-30

Filed

2025-04-30

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size Finance & Insurance plans

HUMLA VENTURES LLC

HUMLA VENTURES 401(K) PLAN

$176 · 2 participants

SHEA CARLEY LLC

SHEA CARLEY LLC GCF BENEFIT PLAN

$178 · 2 participants

MICHAEL WILLIAM FIGURELLI DBA FIGURELLI & ASSOCIATES

FIGURELLI & ASSOCIATES 401(K) PROFIT SHARING PLAN

$163

CRAIG L COLLINS

CRAIG L COLLINS 401(K) PLAN

$181 · 6 participants

RIGHTWEALTH ADVISORS

RIGHTWEALTH ADVISORS SOCA BENEFIT PLAN

$184 · 3 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.