Plan Snapshot
- Plan Sponsor: Guardiantrac, LLC Dba Gt Independence
- Sponsor EIN: 320112072
- Sponsor Address: 215 BROADUS ST., STURGIS, MI, 49091
- Plan Type: 401(k)
- Total Participants: 392
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 392 | $8.3M | $680,023 | $1.1M |
| 2023 | 395 | $6.3M | $462,798 | $743,645 |
| 2022 | 386 | $4.5M | $399,208 | $632,333 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $1,869 | — | $1,869 | — | — |
| 2023 | $1,449 | — | $1,449 | — | — |
| 2022 | $3,101 | — | $3,101 | — | — |