The Guardian Foundation, Inc. Retirement Plan
Sponsored by The Guardian Foundation, Inc. · EIN 521623898 · Plan #010
- Total assets
- $33.0M
- Net assets
- $33.0M
- Active participants
- 1,642
- With balances
- 1,602
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $168,474 |
| Merrill Lynch | Investment advisory (plan) | $67,576 |