Tom Gardner signed William T. Gardner, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
William T. Gardner, Inc.'s EIN is 01-0327414.
Download the official 2024 Form 5500 (PDF) for William T. Gardner, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)William T. Gardner, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDANCE POINT RETIREMENT SERVICES | 45-4118952 | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Amer Funds Target Date Ret 2030 294,655 shares | Other securities | — | $295K | $5.1M | 37.2% | |
| American Funds Growth Fd of America 33,212 shares | Mutual Funds | — | $33K | $2.5M | 18.1% | |
| American Fd Washington Mutual 18,605 shares | Other securities | — | $19K | $1.1M | 8.4% | |
| Amer Funds Target Date Ret 2050 49,106 shares | Other securities | — | $49K | $1.0M | 7.5% | |
| American Funds New Perspective 12,024 shares | Mutual Funds | — | $12K | $747K | 5.5% | |
| Amer Funds Target Date Ret 2040 17,977 shares | Other securities | — | $18K | $370K | 2.7% | |
| Amer Funds Target Date Ret 2020 27,065 shares | Mutual Funds | — | $27K | $364K | 2.7% | |
| Amer Funds Target Date Ret 2035 16,488 shares | Other securities | — | $16K | $314K | 2.3% | |
| Amer Funds Target Date Ret 2060 15,309 shares | Other securities | — | $15K | $274K | 2.0% | |
| Amer Funds Target Date Ret 2045 11,741 shares | Other securities | — | $12K | $249K | 1.8% | |
| Notes Receivable from Participants 4.25% – 9.50% | Bonds / Notes | — | — | $212K | 1.5% | |
| American Funds Smallcap World 2,540 shares | Mutual Funds | — | $3K | $178K | 1.3% | |
| American Funds Bond Fd of America 14,166 shares | Mutual Funds | — | $14K | $158K | 1.2% | |
| Amer Funds Target Date Ret 2055 4,351 shares | Other securities | — | $4K | $115K | 0.8% | |
| American Fund Inc Fund of America 4,333 shares | Common Stocks | — | $4K | $106K | 0.8% | |
| Schwab Money Market Account * New England Life – Life Insurance Cash Surrender Values | Mutual Funds | — | — | $95K | 0.7% | |
| JPMorgan Mid Cap Growth 706 shares | Other securities | — | — | $37K | 0.3% | |
| Amer Funds Target Date Ret 2025 1,141 shares | Other securities | — | $1K | $17K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $0 |
| — |
