How big is Lee Gardner, M.D., LLC's plan?

Lee Gardner, M.D., LLC's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20251015193530NAL0010968658001

Lee Gardner, M.D., LLC

Name: Lee Gardner, M.D., LLC — Lee Gardner, MD, LLC 401(k), Form 5500 (2024)
Creator: Lee Gardner, M.D., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Gardner, MD, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Lee Gardner, M.D., LLC's Lee Gardner, MD, LLC 401(k) Profit Sharing Plan held $1.4M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Marion L. Gardner, Jr. MD signed Lee Gardner, M.D., LLC's 2024 Form 5500 as plan administrator.

Marion L. Gardner, Jr. MD — 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

Lee Gardner, M.D., LLC's EIN is 86-1078378.

EIN 86-1078378

Plan number 001

Plan year 2024

ACK ID 20251015193530NAL0010968658001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lee Gardner, M.D., 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 LEE GARDNER, M.D., 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 (88th percentile).

Plan sponsor

Name

LEE GARDNER, M.D., LLC

EIN

all filings

Address

10245 NW GLENCOE ROAD · NORTH PLAINS, OR · 97133

Phone

(503) 642-2926

Industry

Health Care & Social Assistance

Plan administrator