Original filing (PDF)20250219093818NAL0002952707001

GARDNER RUSSO & QUINN LLC

Name: GARDNER RUSSO & QUINN LLC — GARDNER RUSSO & QUINN LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GARDNER RUSSO & QUINN LLC

Form 5500-SF

FILING_RECEIVED

GARDNER RUSSO & QUINN LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$62.0M

Net assets (EOY)

$62.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARDNER RUSSO & QUINN LLC.

Plan sponsor

Name

GARDNER RUSSO & QUINN LLC

EIN

23-2673088

Address

223 EAST CHESTNUT STREET · LANCASTER, PA · 176022705

Phone

(717) 299-1385

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-19

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

HARDING LOEVNER LP

HARDING LOEVNER PROFIT SHARING THRIFT PLAN

$62.0M · 116 participants

GLOBAL TRUST COMPANY

GW&K SMALL CAP CORE EQUITY COLLECTIVE INVESTMENT FUND

$61.9M

GOLDBERG LINDSAY & CO. LLC

GOLDBERG LINDSAY & CO. LLC 401(K) PROFIT SHARING PLAN

$61.8M · 57 participants

BRIGADE CAPITAL MANAGEMENT, LP

BRIGADE CAPITAL MANAGEMENT, LP INCENTIVE SAVINGS TRUST

$61.8M · 118 participants

KING STREET CAPITAL MANAGEMENT, L.P.

KING STREET CAPITAL MANAGEMENT, L.P. 401(K) PLAN