Gardner & Associates DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Gardner & Associates
  • Sponsor EIN: 521716429
  • Sponsor Address: 9414 BELAIR RD STE 102, NOTTINGHAM, MD, 212361542
  • Plan Type: DC
  • Total Participants: 3
  • Total Assets: $401,834

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$401,834$17,375$0
20233$344,196$16,559$0
20223$291,071$32,681$0

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