Guardian Management Llc 401(k) Plan
Sponsored by Guardian Management Llc · EIN 931325326 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 215
- With balances
- 155
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aldrich Wealth, Limited Partnership CRD 147200 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aldrich Wealth Limited Partnership | Investment advisory (plan) | $26,559 |
| Empower Annuity Ins Comp Of America | Recordkeeping fees | $20,561 |
| Platform Cpas Llp | Other fees | $9,000 |