How big is Wealth Guardian Group, PLLC's plan?

Wealth Guardian Group, PLLC's plan reported $399K in assets and 3 participants for 2024.

Original filing (PDF)20250529145459NAL0007925025001

Wealth Guardian Group, PLLC

Name: Wealth Guardian Group, PLLC — Wealth Guardian Group, Form 5500 (2024)
Creator: Wealth Guardian Group, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Guardian Group, PLLC 401(k) P/S Plan

401(k) retirement plan · Wealth Guardian Group, PLLC's Wealth Guardian Group, PLLC 401(k) P/S Plan held $399K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$399K

Net assets (EOY)

$399K

People on this filing

Jared Daniel signed Wealth Guardian Group, PLLC's 2024 Form 5500 as plan administrator.

Jared Daniel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wealth Guardian Group, PLLC's EIN is 26-0753451.

EIN 26-0753451

Plan number 001

Plan year 2024

ACK ID 20250529145459NAL0007925025001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wealth Guardian Group, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Guardian Group, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score