Original filing (PDF)20251002161727NAL0000702241001

GARDNER MANAGEMENT COMPANY

Name: GARDNER MANAGEMENT COMPANY — GARDNER MANAGEMENT COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: GARDNER MANAGEMENT COMPANY

Form 5500-SF

FILING_RECEIVED

GARDNER MANAGEMENT COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 MANAGEMENT COMPANY.

Plan sponsor

Name

GARDNER MANAGEMENT COMPANY

EIN

38-2327029

Address

5770 VENTURE PARK · KALAMAZOO, MI · 49009

Phone

(269) 323-7774

Industry

Real Estatesee 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

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

COLLIERS INTERNATIONAL HOUSTON, INC

COLLIERS INTERNATIONAL 401(K) PLAN

$2.6M · 34 participants

MILA PROPERTIES, INC.

MILA PROPERTIES, INC. 401(K) PROFIT SHARING PLAN

$2.6M · 9 participants

CHAWLA REAL ESTATE, INC.

SATINDER K. CHAWLA 401(K) PLAN & TRUST

$2.6M · 6 participants

TEAM NEW BERN, LLC

TEAM NEW BERN, LLC CASH BALANCE PLAN

$2.6M · 12 participants

THE JANET JONES COMPANY

THE JANET JONES COMPANY, INC. 401(K) PROFIT SHARING PLAN