Plan Snapshot
- Plan Sponsor: Guardian Credit Union
- Sponsor EIN: 390334442
- Sponsor Address: 7801 SOUTH HOWELL AVENUE, OAK CREEK, WI, 53154
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $6.8M
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 | 80 | $6.8M | $122,274 | $326,363 |
| 2023 | 82 | $5.8M | $106,137 | $317,832 |
| 2022 | 79 | $4.7M | $66,515 | $297,294 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $19,821 | $11,049 | — | — | — |
| 2023 | $15,942 | $12,517 | — | — | — |
| 2022 | $14,806 | $12,013 | — | — | — |