# National Guardian Life Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/national-guardian-life-insurance-company-401k-plan

> National Guardian Life Insurance Company's 401(k) plan: 358 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Guardian Life Insurance Company

- **Sponsor EIN:** 390493780

- **Sponsor Address:** 2 E GILMAN ST, MADISON, WI, 53703

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

- **Total Participants:** 358

- **Total Assets:** $65.0M

## 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|358|$65.0M|$2.1M|$3.0M|

| 2023|324|$55.2M|$1.9M|$2.7M|

| 2022|297|$48.0M|$2.0M|$2.6M|

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$60,367|—|$60,367|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$14,691|—|$14,691|

| CLIFTON LARSON ALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $75,058

- **Estimated Expense Ratio:** 0.116% 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|$75,058|$60,367|—|—|—|

| 2023|$50,600|$50,600|—|—|—|

| 2022|$51,542|—|$51,542|—|—|

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