Filings through .
Sponsor portfolio
Jim Gardner Ins & Financial Services Inc.
EIN 86-1940601Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$342K assets
Welfare
0
Participants
22
1057 MAIN ST - HELLERTOWN, PA 18055484-894-6397
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GARDNER INS & FINCL SERVS 401(K) PLAN | 401(k) | $342K | 22 | 2025 |
Retirement plans