How big is Gardner Asset Management, LLC's plan?

Gardner Asset Management, LLC's plan reported $1.5M in assets and 1 participants for 2024.

Original filing (PDF)20251014142216NAL0006299026001

Gardner Asset Management, LLC

Name: Gardner Asset Management, LLC — Gardner Group, Form 5500 (2024)
Creator: Gardner Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gardner Group Retirement Plan

401(k) retirement plan · Gardner Asset Management, LLC's Gardner Group Retirement Plan held $1.5M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Gardner Asset Management, LLC's EIN is 26-1629539.

EIN 26-1629539

Plan number 001

Plan year 2024

ACK ID 20251014142216NAL0006299026001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gardner Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gardner Asset Management, LLC'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 GARDNER ASSET MANAGEMENT, LLC.

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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 (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

GARDNER ASSET MANAGEMENT, LLC

EIN

all filings

Address

5910 N. CENTRAL EXPRSWY, STE 1090 · DALLAS, TX · 75206

Phone

(214) 706-4369

Industry

Finance & Insurance

Plan administrator