Sharon Simpkins signed Guardiar USA LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Guardiar USA LLC's EIN is 26-2735581.
Download the official 2022 Form 5500 (PDF) for Guardiar USA LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Guardiar USA LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC | 13-3036745 | — | RECORD KEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP BROKER-DEALER | 22-3319984 | — | RECOD KEEPER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock Lifepath Retirement Mutual fund | Other securities | — | — | $321K | 22.0% | |
| Blackrock Lifepath 2035 Mutual fund | Other securities | — | — | $227K | 15.5% | |
| Blackrock Lifepath 2025 Mutual fund | Other securities | — | — | $136K | 9.3% | |
| Blackrock Lifepath 2045 Mutual fund | Other securities | — | — | $119K | 8.1% | |
| Blackrock Lifepath 2050 Mutual fund | Other securities | — | — | $111K | 7.6% | |
| Blackrock Lifepath 2030 Mutual fund | Other securities | — | — | $109K | 7.4% | |
| Blackrock Lifepath 2040 Mutual fund | Other securities | — | — | $77K | 5.3% | |
| Notes Receivable from Participants Interest rates from 4.25% and 9.50% - | Bonds / Notes | — | — | $55K | 3.8% | |
| Blackrock Lifepath 2055 Mutual fund | Other securities | — | — | $53K | 3.7% | |
| MFS Growth Fund R6 Mutual fund | Mutual Funds | — | — | $48K | 3.3% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $45K | 3.1% | |
| INVESCO STABLE ASSET-ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $34K | 2.3% | |
| JPMorgan Mid Cap Growth R6 Mutual fund | Other securities | — | — | $25K | 1.7% | |
| American Funds Europac GRO Mutual fund | Mutual Funds | — | — | $19K | 1.3% | |
| GS Small Cap Value Insights Mutual fund | Other securities | — | — | $18K | 1.2% | |
| Columbia Emerging Markets Mutual fund | Other securities | — | — | $12K | 0.8% | |
| Vanguard Mid Cap Index Adm. Mutual fund | Mutual Funds | — | — | $11K | 0.8% | |
| Vangaurd Long Term Treas Idx Adm. Mutual fund | Common Collective Trusts | — | — | $9K | 0.6% | |
| TIAA-CREF SC Blend Index Inst. Mutual fund | Mutual Funds | — | — | $8K | 0.6% | |
| Blackrock LPD 2060 Mutual fund | Other securities | — | — | $6K | 0.4% | |
| Vanguard Equity Inc. Adm. Mutual fund | Mutual Funds | — | — | $6K | 0.4% | |
| DFA Real Estate SEC Port Inst. Mutual fund | Mutual Funds | — | — | $4K | 0.3% | |
| BNYM Global Stock Mutual fund | Other securities | — | — | $3K | 0.2% | |
| JPMorgan Core Plus Bond R6 Mutual fund | Other securities | — | — | $2K | 0.1% | |
| PIMCO Diversified Inc. Mutual fund | Mutual Funds | — | — | $1K | <0.1% | |
| Delaware Ivy Smallcap Growth Mutual fund | Other securities | — | — | $1K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
