Plan Snapshot
- Plan Sponsor: Guardian Healthcare LLC
- Sponsor EIN: 263034934
- Sponsor Address: 891 CENTRE ST STE 202, JAMAICA PLAIN, MA, 021302777
- Plan Type: 401(k)
- Total Participants: 221
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 221 | $2.1M | $222,614 | $272,077 |
| 2023 | 199 | $1.5M | $193,648 | $238,793 |
| 2022 | 195 | $989,987 | $168,625 | $185,834 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | Auditor | — | — | $0 |
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 | $8,002 | $424 | $6,718 | — | — |
| 2023 | $5,794 | $167 | $4,767 | — | — |
| 2022 | $3,794 | $97 | $3,697 | — | — |