Plan Sponsor signed Guardian Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Guardian Credit Union's EIN is 39-0334442.
Download the official 2024 Form 5500 (PDF) for Guardian Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Guardian Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DANA INVESTMENT ADVISORS INC | 13-2624428 | — | INVESTMENT ADVISOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan Smartretirement 2045 R6 | Other securities | — | — | $932K | 13.7% | |
| JPMorgan Smartretirement 2040 R6 | Other securities | — | — | $824K | 12.2% | |
| JPMorgan Smartretirement 2030 R6 | Other securities | — | — | $652K | 9.6% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $640K | 9.4% | |
| JPMorgan US Equity R6 | Other securities | — | — | $514K | 7.6% | |
| JPMorgan Smartretirement Income R6 | Other securities | — | — | $440K | 6.5% | |
| JPMorgan Smartretirement 2050 R6 | Other securities | — | — | $434K | 6.4% | |
| Columbia Contrarian Core Instl 3 | Other securities | — | — | $292K | 4.3% | |
| JPMorgan Smartretirement 2055 R6 | Other securities | — | — | $291K | 4.3% | |
| DFA US Small Cap I | Mutual Funds | — | — | $192K | 2.8% | |
| Eaton Vance Eaton Vance Income Fund of Boston R6 | Other securities | — | — | $167K | 2.5% | |
| Madison Mid Cap R6 | Other securities | — | — | $153K | 2.3% | |
| JPMorgan Smartretirement 2020 R6 | Other securities | — | — | $136K | 2.0% | |
| JPMorgan Smartretirement 2035 R6 | Other securities | — | — | $131K | 1.9% | |
| Vanguard Explorer ADM | Mutual Funds | — | — | $105K | 1.6% | |
| Columbia Balanced Instl 3 | Other securities | — | — | $96K | 1.4% | |
| Vanguard Treasury Money Market INV | Mutual Funds | — | — | $91K | 1.3% | |
| JPMorgan Smartretirement 2025 R6 | Other securities | — | — | $89K | 1.3% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $81K | 1.2% | |
| JPMorgan Smartretirement 2060 R6 | Other securities | — | — | $80K | 1.2% | |
| Loomis Sayles Loomis Sayles Investment Grade Bond N | Other securities | — | — | $79K | 1.2% | |
| JPMorgan Mid Cap Growth R6 | Other securities | — | — | $73K | 1.1% | |
| and Money Market Mutual Fund Allspring Special Mid Cap Value R6 | Mutual Funds | — | — | $71K | 1.0% | |
| PIMCO Income Instl | Mutual Funds | — | — | $53K | 0.8% | |
| JPMorgan Smartretirement 2065 R6 | Other securities | — | — | $37K | 0.5% | |
| American Beacon American Beacon Small CP Val R5 | Other securities | — | — | $19K | 0.3% | |
| American Funds American Funds Bond Fund of Amer R6 | Mutual Funds | — | — | $14K | 0.2% | |
| American Funds American Funds Smallcap World R6 | Mutual Funds | — | — | $6K | <0.1% | |
| American Century American Century Strat Allc: CNSRV R6 | Other securities | — | — | $4K | <0.1% | |
| JPMorgan US Value R6 | Other securities | — | — | $3K | <0.1% | |
| AB SMALL CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 509 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2045 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 295 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY GL GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 566 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FDS SMALLCAP WRLD RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BNY MELLON INTL STOCK RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 528 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA DIVIDEND INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 632 | Pooled Separate Account | — | — | $0 | <0.1% | |
| GOLDMAN SACHS GLBL INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 766 | Pooled Separate Account | — | — | $0 | <0.1% | |
| GOLDMAN SACHS INC BUILDER RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 695 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALLSPRING SPECIAL SM CP VAL RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 746 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS HENDERSON ENTERPRISE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 647 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LOOMIS SAYLES INV GRD BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NEUBERGER BERMAN REAL EST RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 538 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PGIM JENNISON UTILITY RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 269 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO STCKSPLS INTL US DOLLARHEDGE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 669 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIONEER RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 338 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIONEER STRATEGIC INC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 474 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET RUSS LG CP GR IDX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 173 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET S&P MD CP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD SMALL-CAP IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG 2025 BLACKRCK ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 018 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
