# Guardian Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/guardian-credit-union-401k-plan-002

> Guardian Credit Union's 401(k) plan: 80 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [Kohler Credit Union](https://planprovider.pro/companies/kohler-credit-union-plan-001) — 99 participants

- [Simplicity Credit Union](https://planprovider.pro/companies/simplicity-credit-union-401k-plan) — 112 participants

- [Heartland Credit Union](https://planprovider.pro/companies/heartland-credit-union-plan-033) — 115 participants

- [Pcm Credit Union](https://planprovider.pro/companies/pcm-credit-union-401k-plan) — 43 participants

- [Credit Union National Association](https://planprovider.pro/companies/credit-union-national-association-401k-plan) — 123 participants

- [Superior Choice Credit Union](https://planprovider.pro/companies/superior-choice-credit-union-plan) — 134 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/guardian-credit-union-401k-plan-002)

© 2026 PlanProvider.Pro