How big is Gemmer Asset Management, LLC's plan?

Gemmer Asset Management, LLC's plan reported $15.8M in assets and 12 participants for 2024.

Original filing (PDF)20251218110350NAL0008158784001

Gemmer Asset Management, LLC

Name: Gemmer Asset Management, LLC — Gemmer Asset, Form 5500 (2024)
Creator: Gemmer Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gemmer Asset Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Gemmer Asset Management, LLC's Gemmer Asset Management, LLC 401(k) Profit Sharing Plan held $15.8M in plan assets for 12 participants in 2024.

Signals · 2

Late filing · 1.1 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.8M

Net assets (EOY)

$15.8M

People on this filing

Scott Gemmer signed Gemmer Asset Management, LLC's 2024 Form 5500 as plan administrator.

Scott Gemmer — 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

Gemmer Asset Management, LLC's EIN is 94-3317854.

EIN 94-3317854

Plan number 002

Plan year 2024

ACK ID 20251218110350NAL0008158784001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Gemmer Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.1 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score