Assets by plan
Share of aggregate retirement assets
Filings through .
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
401(k)
ESOP
Mixed - AMERICAN HERITAGE LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GARDANT MANAGEMENT SOLUTIONS, INC. RETIREMENT SAVINGS PLAN | 401(k) | $9.8M | 182 | 2025 | |
| 002 | GARDANT MANAGEMENT SOLUTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $1.6M | 143 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GARDANT MANAGEMENT SOLUTIONS | Mixed | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $2.1M | 5,167 | 2025 |