Original filing (PDF)20260520103413NAL0001109891001

Gardenier & Co, LLC DBA Purposeful Wealth Strategies

Name: Gardenier & Co, LLC DBA Purposeful Wealth Strategies — Form 5500 Plan 001 (2025)
Creator: Gardenier & Co, LLC DBA Purposeful Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Purposeful Wealth Strategies 401(k) Plan

401(k) retirement plan · Gardenier & Co, LLC DBA Purposeful Wealth Strategies' Purposeful Wealth Strategies 401(k) Plan held $200K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$200K

Net assets (EOY)

$200K

People on this filing

TINA Fruitt signed Gardenier & Co, LLC DBA Purposeful Wealth Strategies' 2025 Form 5500 as plan administrator.

TINA Fruitt — 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

Gardenier & Co, LLC DBA Purposeful Wealth Strategies' EIN is 46-1270496.

EIN 46-1270496

Plan number 001

Plan year 2025

ACK ID 20260520103413NAL0001109891001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gardenier & Co, LLC DBA Purposeful Wealth Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Gardenier & Co, LLC DBA Purposeful Wealth Strategies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GARDENIER & CO, LLC DBA PURPOSEFUL WEALTH STRATEGIES.

Finding similar companies…

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 (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

GARDENIER & CO, LLC DBA PURPOSEFUL WEALTH STRATEGIES

EIN

all filings

Address

5070 CASCADE RD. · SUITE 100 · GRAND RAPIDS, MI · 49546

Phone

(616) 855-8649

Industry

Finance & Insurance

Plan administrator