Plan Snapshot
- Plan Sponsor: Ga Business Purchaser, LLC Dba Guardian Alarm
- Sponsor EIN: 814849018
- Sponsor Address: 26711 NORTHWESTERN HIGHWAY, STE 600, SOUTHFIELD, MI, 48033
- Plan Type: 401(k)
- Total Participants: 389
- Total Assets: $19.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 389 | $19.9M | $319,384 | $1.3M |
| 2023 | 405 | $20.0M | $303,152 | $1.2M |
| 2022 | 462 | $16.7M | $304,130 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $10,131 | — | $10,131 |
| CREATIVE PLANNING LLC | ADVISOR | $5,565 | — | $5,565 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CREATIVE PLANNING LLC — ADVISOR
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,696
- Estimated Expense Ratio: 0.079% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $16,221 | $6,088 | — | — | — |
| 2023 | $74,465 | $28,646 | — | $6,173 | — |
| 2022 | $79,285 | $28,625 | — | — | $50,660 |