Plan Snapshot
- Plan Sponsor: Gardner, INC.
- Sponsor EIN: 310787957
- Sponsor Address: 3641 INTERCHANGE ROAD, COLUMBUS, OH, 43204
- Plan Type: 401(k)
- Total Participants: 345
- Total Assets: $19.0M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 345 | $19.0M | $701,274 | $1.4M |
| 2023 | 439 | $17.8M | $734,192 | $1.4M |
| 2022 | 399 | $13.5M | $533,279 | $914,282 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORDKEEPER | $43,737 | — | $43,737 |
| THE SIEKMANN COMPANY | INVESTMENT ADVISOR | $38,580 | — | $38,580 |
| GBQ PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,317
- Estimated Expense Ratio: 0.433% 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 | $96,314 | $38,580 | $43,737 | — | — |
| 2023 | $83,728 | $36,876 | $37,744 | — | — |
| 2022 | $33,044 | — | $33,044 | — | — |