William T. Gardner, Inc. Profit Sharing Plan
Sponsored by William T. Gardner, Inc. · EIN 010327414 · Plan #001
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 108
- With balances
- 117
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Guidance Point Retirement Services, Llc CRD 161000 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $7,700 |
| Guidance Point Retirement Services | Investment advisory (plan), Direct payment from the plan | $6,500 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |