Original filing (PDF)20251002082616NAL0000755106001

GUARDIAN TRUST FOUNDATION

Name: GUARDIAN TRUST FOUNDATION — GUARDIAN TRUST FOUNDATION 401(K) PLAN, Form 5500 (2024)
Creator: GUARDIAN TRUST FOUNDATION

Form 5500-SF

FILING_RECEIVED

GUARDIAN TRUST FOUNDATION 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GUARDIAN TRUST FOUNDATION.

Plan sponsor

Name

GUARDIAN TRUST FOUNDATION

EIN

04-3625771all filings

Address

901 CHESTNUT STREET, SUITE C · CLEARWATER, FL · 33756

Phone

(800) 669-2499

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

MARY'S SHELTER

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$27K · 7 participants

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$27K · 25 participants

WHITAKER FOUNDATION

WHITAKER FOUNDATION TAX DEFERRED ANNUITY PLAN

$27K · 2 participants

OMNI CIRCLE GROUP, INC.

OMNI CIRCLE GROUP, INC. 401(K) PLAN

$27K · 3 participants

PREVENTION NOW, INC.

PREVENTION NOW 403(B) RETIREMENT PLAN

$27K · 1 participants

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