Guardian Management LLC 401(K) Plan — Form 5500 plan (Guardian Management LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Guardian Management LLC 401(K) Plan is a benefit plan reported by Guardian Management LLC under EIN 93-1325326 and plan number 001. The latest loaded filing year is 2023. The filing reports 271 participants and $6,363,249 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Guardian Management LLC
- EIN
- 93-1325326
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $6,363,249
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20241015170057NAL0015129315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,363,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,363,249
- Net assets (BOY)
- $5,073,769
Income & contributions
- Employer contributions
- $274,702
- Participant contributions
- $582,655
- Total contributions
- $911,675
- Total income / additions
- $1,763,961
Expenses & distributions
- Benefits paid
- $429,576
- Administrative expenses
- $44,905
- Total expenses
- $474,481
- Net increase / (decrease)
- $1,289,480
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aldrich Wealth Limited Partnership | INVESTMENT ADVISOR | $21,419 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Comp Of America | RECORDKEEPER | $16,755 | $0 | 2023 |
| Prime Retirement Solutions LLC | CONTRACT ADMIN | $6,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Guardian Management LLC
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Aldrich Wealth Limited Partnership — Schedule C compensation
- Empower Annuity Ins Comp Of America — Schedule C compensation
- Prime Retirement Solutions LLC — Schedule C compensation