Plan Snapshot
- Plan Sponsor: National Guardian Life Insurance Company
- Sponsor EIN: 390493780
- Sponsor Address: 2 EAST GILMAN ST., MADISON, WI, 53703
- Plan Type: DB
- Total Participants: 206
- Total Assets: $68.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 206 | $68.5M | $230,000 | $0 |
| 2023 | 218 | $76.3M | $0 | $0 |
| 2022 | 237 | $77.3M | $2.5M | $0 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $187,032 | $58,420 | $128,612 | — | — |
| 2023 | $256,822 | $59,761 | $197,061 | — | — |
| 2022 | $196,138 | $68,388 | $127,750 | — | — |