# Guardian Savings Bank 401(k) Plan
Source: https://planprovider.pro/companies/guardian-savings-bank-401k-plan

> Guardian Savings Bank's 401(k) plan: 163 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Guardian Savings Bank

- **Sponsor EIN:** 310471850

- **Sponsor Address:** 6100 WEST CHESTER ROAD, WEST CHESTER, OH, 45069

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

- **Total Participants:** 163

- **Total Assets:** $11.5M

## 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|163|$11.5M|$165,125|$533,586|

| 2023|188|$10.5M|$160,095|$527,233|

| 2022|193|$11.6M|$177,863|$612,099|

## 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|

| PCA INVESTMENT ADVISORY SERVICES|NONE|$18,608|—|$18,608|

| PENSION CORPORATION OF AMERICA|NONE|$13,080|$4,043|$17,123|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PCA INVESTMENT ADVISORY SERVICES](https://planprovider.pro/provider/pca-investment-advisory-services-inc) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,731

- **Estimated Expense Ratio:** 0.311% 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|$31,688|$18,608|—|—|—|

| 2023|$32,471|$16,870|—|—|—|

| 2022|$34,505|$20,973|$13,532|—|—|

## Similar Plans

- [Main Street Bank Corp.](https://planprovider.pro/companies/wayne-savings-community-bank-401k-plan) — 164 participants

- [Mechanics Bank](https://planprovider.pro/companies/mechanics-bank-401k-plan-002) — 159 participants

- [United Midwest Savings Bank](https://planprovider.pro/companies/united-midwest-savings-bank-401k-plan) — 176 participants

- [Third Federal Savings And Loan Association Of Cleveland](https://planprovider.pro/companies/third-federal-savings-and-loan-association-of-cleveland-plan-003) — 205 participants

- [The North Side Bank & Trust Co.](https://planprovider.pro/companies/the-north-side-bank-trust-co-401k-plan) — 112 participants

- [First Federal Community Bank](https://planprovider.pro/companies/first-federal-community-bank-401k-plan-004) — 97 participants

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

© 2026 PlanProvider.Pro