The Guardian Field Representative Employees' Retirement Plan
Sponsored by The Guardian Life Insurance Company Of America · EIN 135123390 · Plan #003
- Total assets
- $536M
- Net assets
- $536M
- Active participants
- 2,068
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Victory Capital Management Inc. CRD 106189 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Towers Watson | Actuarial | $402,463 |
| Johnson Lambert, Llp | Accounting | $105,756 |
| The Townsend Group | Investment management | $33,978 |
| Ss&C Private Equity Services, Inc | Investment management | $31,483 |
| Victory Capital Management | Investment management | $31,220 |