How big is Guardian Wealth Management LLC's plan?

Guardian Wealth Management LLC's plan reported $2.1M in assets and 3 participants for 2025.

Original filing (PDF)20260408141309NAL0010933825001

Guardian Wealth Management LLC

Name: Guardian Wealth Management LLC — Guardian Wealth, Form 5500 (2025)
Creator: Guardian Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Guardian Wealth Management 401(k) Plan

401(k) retirement plan · Guardian Wealth Management LLC's Guardian Wealth Management 401(k) Plan held $2.1M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Peter Schweizer signed Guardian Wealth Management LLC's 2025 Form 5500 as plan administrator.

Peter Schweizer — 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

Guardian Wealth Management LLC's EIN is 46-2265354.

EIN 46-2265354

Plan number 001

Plan year 2025

ACK ID 20260408141309NAL0010933825001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Guardian Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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