· 2022–2024 · DOL EFAST2

GUARDIAN WEALTH MANAGEMENT, LLC — GUARDIAN WEALTH MANAGEMENT, LLC MCF BENEFIT PLAN, Form 5500 (2024)

Original filing (PDF)20250929135023NAL0012252944001

GUARDIAN WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

GUARDIAN WEALTH MANAGEMENT, LLC MCF BENEFIT PLAN

Health & welfare plan

Active participants

1

Accounts w/ balance

—

Plan assets (EOY)

$959

Net assets (EOY)

$268

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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 S 4TH STREET · SAINT LOUIS, MO · 63102

Phone

(314) 797-4347

Industry

Public Administrationsee all

Plan administrator

Name

KARA CORCHES

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-09-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Public Administration plans

CORP HLTH TEST AND SAFETY

CORP HLTH TEST AND SAFETY SOCA BENEFIT PLAN

$959 · 2 participants

AMERICAN FIRE AND SPRINKLR

AMERICAN FIRE AND SPRINKLR SOCA BENEFIT PLAN

$992 · 2 participants

INDIANA COUNCIL OF COMMUNITY MENTAL

INDIANA COUNCIL OF COMMUNITY MENTAL CBIN BENEFIT PLAN

$997 · 5 participants

GREENTOWN VOL FIRE DEPT

GREENTOWN VOL FIRE DEPT CHAMBER BENEFIT ARRANGEMENT PLAN

$1K · 5 participants

PREFERRED REAL ESTATE SERVICES LLC

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.