Original filing (PDF)20250605104845NAL0033123138001

GARDNER CAPITAL CORP

Name: GARDNER CAPITAL CORP — GARDNER CAPITAL CORPSELF-EMPLOYED 401(K) PLAN, Form 5500 (2024)
Creator: GARDNER CAPITAL CORP

Form 5500-SF

FILING_RECEIVED

GARDNER CAPITAL CORPSELF-EMPLOYED 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$864K

Net assets (EOY)

$864K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARDNER CAPITAL CORP.

Plan sponsor

Name

GARDNER CAPITAL CORP

EIN

92-1359247

Address

N7675 DIVISION AVE · SPENCER, WI · 54479

Phone

(715) 897-7142

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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