How big is GMO LLC's plan?

GMO LLC's plan reported $171 in assets and 2 participants for 2024.

Original filing (PDF)20250430093514NAL0003521842001

GMO LLC

Name: GMO LLC — GMO LLC CBS Benefit Plan, Form 5500 (2024)
Creator: GMO LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GMO LLC CBS Benefit Plan

Health & welfare plan · GMO LLC's GMO LLC CBS Benefit Plan held $171 in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$171

Net assets (EOY)

$39

People on this filing

Joseph HSU signed GMO LLC's 2024 Form 5500 as plan administrator.

Joseph HSU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

GMO LLC's EIN is 84-4700335.

EIN 84-4700335

Plan number 501

Plan year 2024

ACK ID 20250430093514NAL0003521842001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GMO LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GMO LLC's plan includes health coverage.

Decision-maker contacts

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

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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.

Plan sponsor

Name

GMO LLC

EIN

all filings

Address

2992 SHIRLEE DR · LEXINGTON, KY · 40504

Phone

(859) 514-6045

Industry

Finance & Insurance

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

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