Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GARDBERG & KEMMERLY, P.C.
EIN 63-1074330Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
49
1015 MONTLIMAR DRIVE B-4 - MOBILE, AL 366091715251-343-1111
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.4M assets / 49 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GARDBERG & KEMMERLY, P.C. RETIREMENT PLAN
401k
Assets$3.3M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GARDBERG & KEMMERLY, P.C. CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GARDBERG & KEMMERLY, P.C. RETIREMENT PLAN | 401k | $3.3M | 25 | 2024 | |
| 002 | GARDBERG & KEMMERLY, P.C. CASH BALANCE PLAN | CashBalance | $2.2M | 24 | 2024 |
Retirement plans