How big is The Guardian Foundation, Inc.'s plan?

The Guardian Foundation, Inc.'s plan reported $33.0M in assets and 1,642 participants for 2024.

Original filing (PDF)20251015120628NAL0002376179001

The Guardian Foundation, Inc.

Name: The Guardian Foundation, Inc. — The Guardian, Form 5500 (2024)
Creator: The Guardian Foundation, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Guardian Foundation, Inc. Retirement Plan

401(k) retirement plan · The Guardian Foundation, Inc.'s The Guardian Foundation, Inc. Retirement Plan held $33.0M in plan assets for 1,642 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

1,642

Accounts w/ balance

1,602

Plan assets (EOY)

$33.0M

Net assets (EOY)

$33.0M

People on this filing

Rachel Wilson signed The Guardian Foundation, Inc.'s 2024 Form 5500 as plan administrator.

Rachel Wilson — 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

The Guardian Foundation, Inc.'s EIN is 52-1623898.

EIN 52-1623898

Plan number 010

Plan year 2024

ACK ID 20251015120628NAL0002376179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Guardian Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Guardian Foundation, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 60K (1% of contributions).
Total administrative cost in the bottom quartile of peers (10th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Plan sponsor

Name

THE GUARDIAN FOUNDATION, INC.

EIN

all filings

Address

5243 LITTLE DEBBIE PARKWAY · SUITE 101 · OOLTEWAH, TN · 373634515

Phone

(404) 233-6500

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

010

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$168K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH	13-5674085	—	INVESTMENT ADVISOR	$68K	—

Investments

34 direct securities· $30.5M(92% of reported assets)

Mutual Funds

$27.3M

20 holdings

Other securities

$2.9M

11 holdings

Common Collective Trusts

$243K

2 holdings

Agency / Mortgage-Backed

$7K

1 holding

					% of plan
American Funds 2015 Target Date Retirement Fund	Mutual Funds	—	—	$4.6M	13.9%
American Funds 2050 Target Date Retirement Fund	Mutual Funds	—	—	$4.4M	13.3%
American Funds 2040 Target Date Retirement Fund	Mutual Funds	—	—	$4.0M	12.2%
American Funds 2035 Target Date Retirement Fund	Mutual Funds	—	—	$3.0M	9.2%
American Funds 2025 Target Date Retirement Fund	Mutual Funds	—	—	$3.0M	9.0%
American Funds 2045 Target Date Retirement Fund	Mutual Funds	—	—	$2.6M	7.9%
American Funds 2030 Target Date Retirement Fund	Mutual Funds	—	—	$2.4M	7.3%
Fixed Account	Other securities	—	—	$1.6M	4.8%
American Funds 2055 Target Date Retirement Fund	Mutual Funds	—	—	$1.6M	4.7%
Notes receivable from participants	Other securities	—	$0	$1.1M	3.3%
American Funds 2020 Target Date Retirement Fund	Mutual Funds	—	—	$759K	2.3%
American Funds 2060 Target Date Retirement Fund	Mutual Funds	—	—	$520K	1.6%
American Funds 2065 Target Date Retirement Fund	Mutual Funds	—	—	$365K	1.1%
Vanguard 500 Index Fund	Common Collective Trusts	—	—	$211K	0.6%
Loomis Sayles Investment Grade Bond Fund	Other securities	—	—	$125K	0.4%
JPMorgan Large Cap Growth Fund	Other securities	—	—	$65K	0.2%
Vanguard Mid-Cap Index	Mutual Funds	—	—	$61K	0.2%
MFS International Growth Fund	Mutual Funds	—	—	$45K	0.1%
Fidelity International Index Fund	Common Collective Trusts	—	—	$33K	<0.1%
American Funds New World Fund	Mutual Funds	—	—	$29K	<0.1%
PIMCO Real Return Fund	Mutual Funds	—	—	$15K	<0.1%
Boston Partners All Cap Value Fund	Other securities	—	—	$12K	<0.1%
Virtus KAR Small-Cap Core Fund	Other securities	—	—	$11K	<0.1%
American Funds 2010 Target Date Retirement Fund	Mutual Funds	—	—	$11K	<0.1%
DWS RREEF Real Estate Securities Fund	Other securities	—	—	$7K	<0.1%
Vanguard GNMA Fund	Agency / Mortgage-Backed	—	—	$7K	<0.1%
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund	Other securities	—	—	$6K	<0.1%
First Eagle Global Fund	Other securities	—	—	$5K	<0.1%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$4K	<0.1%
BlackRock High Yield Portfolio Fund	Other securities	—	—	$3K	<0.1%
PIMCO Global Bond Opportunities Fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard International Value Fund	Mutual Funds	—	—	$2K	<0.1%
Allspring Special Mid Cap Value Fund	Other securities	—	—	$661	<0.1%
Vanguard Small-Cap Index	Mutual Funds	—	—	$644	<0.1%