Original filing (PDF)20250701160138NAL0007105683001

GUARDIANS CREDIT UNION

Name: GUARDIANS CREDIT UNION — GUARDIANS CREDIT UNION CAPITAL ACCUMULATION PLAN, Form 5500 (2024)
Creator: GUARDIANS CREDIT UNION

Form 5500-SF

FILING_RECEIVED

GUARDIANS CREDIT UNION CAPITAL ACCUMULATION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

102

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUARDIANS CREDIT UNION.

Plan sponsor

Name

GUARDIANS CREDIT UNION

EIN

59-0947735

Address

3469 SUMMIT BOULEVARD · WEST PALM BEACH, FL · 33406

Phone

(561) 686-4006

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

011

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

STREATOR ONIZED CREDIT UNION

STREATOR ONIZED CREDIT UNION 401K PLAN AND TRUST

$7.1M · 107 participants

PIMA FEDERAL CREDIT UNION

PIMA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

$7.1M · 124 participants

TELCOE FEDERAL CREDIT UNION

TELCOE FEDERAL CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN

$7.2M · 26 participants

OUR COMMUNITY CREDIT UNION

OUR COMMUNITY CREDIT UNION 401(K) PLAN

$7.2M · 87 participants

IQ CREDIT UNION

IQ CREDIT UNION EMPLOYEES' DEFINED BENEFIT PENSION PLAN