Gardner-Fox Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Gardner-Fox Associates, INC.
  • Sponsor EIN: 232464162
  • Sponsor Address: 919 GLENBROOK AVE, BRYN MAWR, PA, 19010
  • Plan Type: 401(k)
  • Total Participants: 29
  • Total Assets: $4.3M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202429$4.3M$30,178$135,153
202330$4.1M$28,383$189,917
202229$4.8M$32,203$153,505

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