How big is David R. Gardner's plan?

David R. Gardner's plan reported $549K in assets and 1 participants for 2024.

Original filing (PDF)20250912120646NAL0001281889001

David R. Gardner

Name: David R. Gardner — Form 5500 (2024)
Creator: David R. Gardner
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David R. Gardner

401(k) retirement plan · David R. Gardner held $549K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$549K

Net assets (EOY)

$549K

People on this filing

David Gardner signed David R. Gardner's 2024 Form 5500 as plan administrator.

David Gardner — 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

David R. Gardner's EIN is 20-2128576.

EIN 20-2128576

Plan number 001

Plan year 2024

ACK ID 20250912120646NAL0001281889001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

David R. Gardner's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

DAVID R. GARDNER

EIN

all filings

Address

45 FOREST FALLS DRIVE, SUITE B1 · YARMOUTH, ME · 04096

Phone

(207) 846-1175

Industry

Finance & Insurance

Plan administrator