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

Gardner Capital Management, LLC's plan reported $2.1M in assets and 18 participants for 2024.

Original filing (PDF)20251002151945NAL0000419811001

Gardner Capital Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Gardner Capital Management, LLC 401(k) Plan

401(k) retirement plan · Gardner Capital Management, LLC's Gardner Capital Management, LLC 401(k) Plan held $2.1M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Gardner Capital Management, LLC's EIN is 81-2120474.

EIN 81-2120474

Plan number 001

Plan year 2024

ACK ID 20251002151945NAL0000419811001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Gardner Capital Management, LLC'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 GARDNER CAPITAL 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

GARDNER CAPITAL MANAGEMENT, LLC

EIN

all filings

Address

8000 MARYLAND AVE. · SUITE 1300 · ST. LOUIS, MO · 63105

Phone

(417) 447-5519

Industry

Real Estate

Plan administrator