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

> William T. Gardner, INC.'s 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** William T. Gardner, INC.

- **Sponsor EIN:** 010327414

- **Sponsor Address:** P.O. BOX 189, LINCOLN, ME, 04457

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

- **Total Participants:** 108

- **Total Assets:** $13.7M

## 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|108|$13.7M|$258,183|$403,697|

| 2023|109|$12.5M|$237,479|$369,092|

| 2022|97|$15.3M|$219,348|$346,867|

## 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|

| TAWNEY, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TAWNEY, PLLC](https://planprovider.pro/provider/tawney-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$14,200|$6,500|—|—|—|

| 2023|$15,743|$6,500|—|—|—|

| 2022|$18,079|$6,500|—|—|—|

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