# Guardian Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/guardian-credit-union-401k-plan-003

> Guardian Credit Union's 401(k) plan: 246 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:** 630421006

- **Sponsor Address:** 418 MADISON AVENUE, MONTGOMERY, AL, 36104

- **Plan Type:** 401(k)

- **Total Participants:** 246

- **Total Assets:** $14.0M

## 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|246|$14.0M|$1.4M|$1.3M|

| 2023|238|$10.9M|$1.3M|$1.2M|

| 2022|231|$7.7M|$2.3M|$1.0M|

## 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|

| PEARCE, BEVILL, LEESBURG, MOORE, P.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PEARCE, BEVILL, LEESBURG, MOORE, P.](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — 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|$25,434|—|$25,434|—|—|

| 2023|$26,936|—|$26,936|—|—|

| 2022|$21,438|—|$21,438|—|—|

## Similar Plans

- [Voigt-Abernathy Company, INC.](https://planprovider.pro/companies/voigt-abernathy-company-inc-401k-plan) — 123 participants

- [Capstone Research Corporation](https://planprovider.pro/companies/capstone-research-corporation-plan) — 59 participants

- [Jdm Solutions, LLC](https://planprovider.pro/companies/jdm-solutions-401k-plan) — 28 participants

- [Yls Small Business Systems Corp.](https://planprovider.pro/companies/yls-small-business-systems-corp-401k-plan) — 1 participants

- [Kofskey Enterprises, INC.](https://planprovider.pro/companies/kofskey-enterprises-inc-plan) — 1 participants

- [Courington, INC.](https://planprovider.pro/companies/courington-inc-plan) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/guardian-credit-union-401k-plan-003)

© 2026 PlanProvider.Pro