# The Guardian Foundation, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-guardian-foundation-inc-401k-plan

> The Guardian Foundation, INC.'s 401(k) plan: 1,642 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Guardian Foundation, INC.

- **Sponsor EIN:** 521623898

- **Sponsor Address:** 5243 LITTLE DEBBIE PARKWAY, OOLTEWAH, TN, 373634515

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

- **Total Participants:** 1,642

- **Total Assets:** $33.0M

## 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|1,642|$33.0M|$3.5M|$3.3M|

| 2023|1,372|$28.4M|$2.8M|$2.8M|

| 2022|1,401|$21.7M|$1.5M|$2.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$168,474|—|$168,474|

| MERRILL LYNCH|INVESTMENT ADVISOR|$67,576|—|$67,576|

| CBIZ CPAS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — INVESTMENT ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $236,050

- **Estimated Expense Ratio:** 0.715% 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|$236,705|$655|—|—|—|

| 2023|$259,457|$75,428|$86,261|$21,000|—|

| 2022|$188,449|—|—|—|—|

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