How big is Gardner & Co., LLC's plan?

Gardner & Co., LLC's plan reported $51K in assets and 3 participants for 2023.

Original filing (PDF)20241015193700NAL0015327683001

Gardner & Co., LLC

Name: Gardner & Co., LLC — Gardner & Co., LLC 401(k) Plan, Form 5500 (2023)
Creator: Gardner & Co., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gardner & Co., LLC 401(k) Plan

401(k) retirement plan · Gardner & Co., LLC's Gardner & Co., LLC 401(k) Plan held $51K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$51K

Net assets (EOY)

$51K

Plan identifiers

Gardner & Co., LLC's EIN is 83-4166681.

EIN 83-4166681

Plan number 002

Plan year 2023

ACK ID 20241015193700NAL0015327683001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Gardner & Co., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Gardner & Co., LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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