Gardner Financial Services
dba Legacy Mutual
San Antonio, TX, 78259
- Plans
- 4
- Total participants
- 769
- Filing years
- 2024, 2023, 2022
- NAICS
- 522110
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500 | 504 | Gardner Financial Services DBA Legacy Mutual Erisa Wrap Plan | 214 |
| 2023 | Form 5500 | 501 | Gardner Financial Services Medical Plan | 0 |
| 2023 | Form 5500 | 502 | Gardner Financial Services Dental, Vision, Ad&D & Life Plan | 0 |
| 2023 | Form 5500 | 503 | Gardner Financial Services Ltd Plan | 0 |
| 2022 | Form 5500 | 501 | Gardner Financial Services Medical Plan | 213 |
| 2022 | Form 5500 | 502 | Gardner Financial Services Dental, Vision, Ad&D & Life Plan | 213 |
| 2022 | Form 5500 | 503 | Gardner Financial Services Ltd Plan | 129 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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