How big is Ardentone Financial's plan?

Ardentone Financial's plan reported $863K in assets and 2 participants for 2024.

Original filing (PDF)20250416153846NAL0002308787001

Ardentone Financial

Name: Ardentone Financial — Ardentone Financial 401(k), Form 5500 (2024)
Creator: Ardentone Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ardentone Financial 401(k) Plan

401(k) retirement plan · Ardentone Financial's Ardentone Financial 401(k) Plan held $863K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$863K

Net assets (EOY)

$863K

People on this filing

David GIBB signed Ardentone Financial's 2024 Form 5500 as plan administrator.

David GIBB — 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

Ardentone Financial's EIN is 47-2951792.

EIN 47-2951792

Plan number 001

Plan year 2024

ACK ID 20250416153846NAL0002308787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ardentone Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ardentone Financial's 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 ARDENTONE FINANCIAL.

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 (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ARDENTONE FINANCIAL

EIN

all filings

Address

3707 W. GARDEN GROVE BLVD. · SUITE 101 · ORANGE, CA · 92868

Phone

(714) 748-2818

Industry

Finance & Insurance

Plan administrator