OpenERISA

Global Wealth Retirement Planning LLC

Fort Lauderdale, FL, 33301

EIN 45-2042362
Plans
1
Total participants
101
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Global Wealth Management 401(K) Plan29
2023Form 5500-SF001Global Wealth Retirement Planning, LLC 401(K) Plan & Trust23
2022Form 5500-SF001Global Wealth Retirement Planning, LLC 401(K) Plan & Trust16
2021Form 5500-SF001Global Wealth Retirement Planning, LLC 401(K) Plan & Trust18
2020Form 5500001Global Wealth Retirement Planning, LLC 401(K) Plan & Trust15

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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