# Guardian Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/guardian-management-llc-plan-001-5326

> Guardian Management LLC's 401(k) plan: 215 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Guardian Management LLC

- **Sponsor EIN:** 931325326

- **Sponsor Address:** PO BOX 5668,, PORTLAND, OR, 97228

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

- **Total Participants:** 215

- **Total Assets:** $7.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|215|$7.1M|$309,795|$643,450|

| 2023|199|$6.4M|$274,702|$582,655|

| 2022|188|$5.1M|$250,545|$573,986|

## 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|

| PLATFORM CPAS, LLP|Auditor|$9,000|—|$9,000|

### Verified Provider Profiles

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

- [PLATFORM CPAS, LLP](https://planprovider.pro/provider/platform-cpas-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $9,000

- **Estimated Expense Ratio:** 0.127% 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|$56,436|$26,559|—|$9,000|—|

| 2023|$44,905|$21,419|$23,486|—|—|

| 2022|$37,161|$20,895|$16,266|—|—|

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