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  2. GMS Planning, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

GMS Planning, LLC

EIN 87-1485449-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$4.3M assets
Welfare
0
Participants
10
205 LEE STREET - CARROLLTON, GA 30117770-214-0714
Plans on this EIN
1 filing
#001401(k)-$4.3M - 10 part

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Retirement#001

GMS PLANNING LLC 401(K) PLAN

401(k)

Assets$4.3M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GMS PLANNING LLC 401(K) PLAN401(k)$4.3M102025
Retirement plans
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