# Ardan, INC 401(k) Plan
Source: https://planprovider.pro/companies/ardan-inc-401k-plan

> Ardan, INC's 401(k) plan: 476 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ardan, INC

- **Sponsor EIN:** 874345870

- **Sponsor Address:** 875 CONCOURSE PKWY S., STE 200, MAITLAND, FL, 327516117

- **Plan Type:** 401(k)

- **Total Participants:** 476

- **Total Assets:** $43.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|476|$43.7M|$550,984|$4.2M|

| 2023|493|$35.6M|$492,311|$3.7M|

| 2022|532|$28.0M|$455,120|$3.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$150,028|—|$150,028|

| GALLAGHER FIDUCIARY ADVISORS, LLC|INVESTMENT ADVISORY|—|$46,875|$46,875|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GALLAGHER FIDUCIARY ADVISORS, LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — INVESTMENT ADVISORY

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $196,903

- **Estimated Expense Ratio:** 0.450% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$150,029|—|$150,029|—|—|

| 2023|$119,522|—|$119,522|—|—|

| 2022|$114,519|—|$114,519|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ardan-inc-401k-plan)

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