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Original filing (PDF)20251006121708NAL0003622945001
GARDANT MANAGEMENT SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
GARDANT MANAGEMENT SOLUTIONS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
138
Accounts w/ balance
156
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARDANT MANAGEMENT SOLUTIONS, INC..
Plan sponsor
Name
GARDANT MANAGEMENT SOLUTIONS, INC.
EIN
36-4311879
Address
200 E COURT ST. SUITE 400 · KANKAKEE, IL · 60901
Phone
(815) 935-1992
Industry
Health Care & Social Assistancesee 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
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
42 direct securities· $7.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Amfds 2040 Trgtdtrtrmt R6 Mutual Fund | — | — | — | $1.2M | 16.2% | |
| Amfds 2030 Trgtdtrtrmt R6 Mutual Fund | — | — | — | $993K | 13.1% | |
| Amfds 2020 Trgtdtrtrmt R6 Mutual Fund | — | — | — | $927K | 12.2% | |
| Amfds 2045 Trgtdtrtrmt R6 Mutual Fund | — | — | — | $893K | 11.8% | |
| Amfds 2025 Trgtdtrtrmt R6 Mutual Fund | — | — | — | $746K | 9.8% | |
| Amfds 2060 Trgtdtrtrmt R6 Mutual Fund | — | — | — | $423K | 5.6% | |
| Amfds 2050 Trgtdtrtrmt R6 Mutual Fund | — | — | — | $420K | 5.5% | |
| Amfds 2035 Trgtdtrtrmt R6 Mutual Fund | — | — | — | $313K | 4.1% | |
| Blkrk Is S P 500 Indx K Mutual Fund | — | — | — | $204K | 2.7% | |
| Amfds 2055 Trgtdtrtrmt R6 Mutual Fund | — | — | — | $168K | 2.2% | |
| Primecap Odysy Stk Mutual Fund | — | — | — | $163K | 2.2% | |
| Pimco Inc Inst Mutual Fund | — | — | — | $120K | 1.6% | |
| Blkrk Isrssll Mdcapindx K Mutual Fund | — | — | — | $116K | 1.5% | |
| Ab Lgcap Gr I Mutual Fund | — | — | — | $100K | 1.3% | |
| Amfds 2010 Trgtdtrtrmt R6 Mutual Fund | — | — | — | $98K | 1.3% | |
| Notes receivable from participants Bearing interest at 9.5%-10.0% - | — | — | — | $94K | 1.2% | |
| Amfds New Prspct R6 Mutual Fund | — | — | — | $73K | 1.0% | |
| Ab Inc Adv Mutual Fund | — | — | — | $63K | 0.8% | |
| Trowepr Smcap Val Mutual Fund | — | — | — | $62K | 0.8% | |
| Amfds New Wld R6 Mutual Fund | — | — | — | $62K | 0.8% | |
| Cohenstrs Realest Sec Inst Mutual Fund | — | — | — | $44K | 0.6% | |
| Late/Missed Year Contributions 2024 | — | — | — | $33K | 0.4% | |
| Fed Hrms Gov Oblgtns Prmr Mutual Fund ** 923 * Fidadv St Bd I Mutual Fund | — | — | — | $32K | 0.4% | |
| Vngrd Hi Yld Corp Adml Mutual Fund ** 356 * Vngrd Info Tech Indx Adml Mutual Fund | — | — | — | $30K | 0.4% | |
| Amfds 2065 Trgtdtrtrmt R6 Mutual Fund | — | — | — | $28K | 0.4% | |
| Vngrd 500 Index Fd As Mutual Fund | — | — | — | $22K | 0.3% | |
| Nw Fixed Select Option Guaranteed Investment Contract | — | — | — | $18K | 0.2% | |
| Jpm Us Sm Co R6 Mutual Fund | — | — | — | $16K | 0.2% | |
| Vngrd Ttl Intlstkindx Adml Mutual Fund | — | — | — | $15K | 0.2% | |
| Baron Realest Inst Mutual Fund | — | — | — | $13K | 0.2% | |
| Blkrk Is Usaggregtbdindx K Mutual Fund | — | — | — | $11K | 0.1% | |
| Blkrk Ismscieafeintind K Mutual Fund | — | — | — | $11K | 0.1% | |
| Blkrk Is Rsl2000smcpind K Mutual Fund | — | — | — | $11K | 0.1% | |
| Vngrd Sm Cap Indx Fd As Mutual Fund | — | — | — | $10K | 0.1% | |
| Vngrd Ttl Bnd Mkt Ldx Adm Mutual Fund | — | — | — | $10K | 0.1% | |
| Vngrd Trgt Rtrmt 2065 Inv Mutual Fund | — | — | — | $9K | 0.1% | |
| Amfds 2015 Trgtdtrtrmt R6 Mutual Fund | — | — | — | $9K | 0.1% | |
| Mfs Intl Gr R6 Mutual Fund | — | — | — | $9K | 0.1% | |
| Vngrd Glbl Cap Cyc Inv Mutual Fund | — | — | — | $4K | <0.1% | |
| Vngrd Emrg Mkt Stkindxadml Mutual Fund | — | — | — | $3K | <0.1% | |
| Vngrd Ttl Intl Bd Idx Adml Mutual Fund | — | — | — | $2K | <0.1% | |
| Vngrd Realest Indx Adml Mutual Fund | — | — | — | $2K | <0.1% |
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