401k-UPDATED – Gaard Capital LLC

Investment advisory services are offered by Gaard Capital LLC, a registered investment advisor serving as a 3(21) co-fiduciary, 3(38) investment manager, and servicing advisor to 401(k) plan sponsors under ERISA. For more details on our services, please review our Form ADV Part 2.

Plan administration, recordkeeping, compliance testing, and tax filing services are provided by an independent third-party administrator and recordkeeper. Pricing estimates generated through this form are based solely on the information submitted and are subject to final review, underwriting, and execution of contractual agreements with Gaard Capital LLC and its plan administration partners.

The information and estimates provided herein are for informational purposes only and do not constitute a binding offer, commitment, or guarantee of services or pricing. Actual plan expenses will vary based on plan design, assets under management, number of eligible participants, and selected service features.