Plan Snapshot
- Plan Sponsor: Medical Guardian, LLC
- Sponsor EIN: 203897037
- Sponsor Address: 1818 MARKET STREET, PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 370
- Total Assets: $6.6M
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 | 370 | $6.6M | $460,859 | $912,617 |
| 2023 | 307 | $5.4M | $369,643 | $761,751 |
| 2022 | 296 | $4.0M | $292,130 | $534,917 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $23,998 | — | $23,998 |
| BELFINT, LYONS & SHUMAN, P.A | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- BELFINT, LYONS & SHUMAN, P.A — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,998
- Estimated Expense Ratio: 0.363% 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 | $23,998 | — | $23,998 | — | — |
| 2023 | $21,696 | — | $21,696 | — | — |
| 2022 | $21,129 | — | $13,156 | — | — |