Original filing (PDF)20250718090123NAL0002200656001

GUARDIAN WEALTH MANAGEMENT, LLC

Name: GUARDIAN WEALTH MANAGEMENT, LLC — GUARDIAN WEALTH MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024)
Creator: GUARDIAN WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

GUARDIAN WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

GUARDIAN WEALTH MANAGEMENT, LLC

EIN

45-4528302all filings

Address

100 SOUTH 4TH STREET SUITE 550 · SAINT LOUIS, MO · 63102

Phone

(314) 797-4347

Industry