AUMdb

Gardner, Inc. 401(k) Profit Sharing Plan

Sponsored by Gardner, Inc. · EIN 310787957 · Plan #003

Total assets
$19.0M
Net assets
$19.0M
Active participants
345
With balances
389

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
The Siekmann Company Llc CRD 285337 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $43,737
The Siekmann Company Recordkeeping, Consulting (pension), Investment advisory (participants) $38,580