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

> Gardner, INC.'s 401(k) plan: 345 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — 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|—|—|

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