Form 5500 Search

GARDNER GROUP

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
3
Active participants
7,009
Total plan assets
$3.1B
Filings (rows)
3
Direct comp
$65K
Indirect comp
$0

SERVICES PROVIDED

Broker3

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SOUTHERN METHODIST UNIVERSITY
SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN
DALLAS, TX
Broker
PARTICIPANT BROKERAGE
2,417$1.1B$21K
SOUTHERN METHODIST UNIVERSITY
SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN
DALLAS, TX
Broker
PARTICIPANT BROKERAGE
2,316$1.0B$22K
SOUTHERN METHODIST UNIVERSITY
SOUTHERN METHODIST UNIVERSITY RETIREMENT PLAN
DALLAS, TX
Broker
PARTICIPANT BROKERAGE
2,276$932.2M$22K
GARDNER GROUP — Form 5500 Service Provider Profile | Form 5500 Search