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Sponsor portfolio

DAVID R. GARDNER

EIN 20-2128576-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
3
45 FOREST FALLS DRIVE, SUITE B1 - YARMOUTH, ME 04096207-846-1175
Plans on this EIN
2 filings
#003CashBalance-$589K - 1 part#001401k-$549K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 3 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • CASH BALANCE PENSION (#003)52%
  • DAVID R. GARDNER (#001)48%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DAVID R. GARDNER (#001)2
  • CASH BALANCE PENSION (#003)1
Total 3Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

DAVID R. GARDNER CASH BALANCE PENSION PLAN

CashBalance

Assets$589K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DAVID R. GARDNER

401k

Assets$549K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003DAVID R. GARDNER CASH BALANCE PENSION PLANCashBalance$589K12024
001DAVID R. GARDNER401k$549K22024
Retirement plans
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