How big is Guardian Capital LLC's plan?

Guardian Capital LLC's plan reported $1.8M in assets and 4 participants for 2024.

Original filing (PDF)20250415110911NAL0006278482001

Guardian Capital LLC

Name: Guardian Capital LLC — Guardian Capital LLC 401(k), Form 5500 (2024)
Creator: Guardian Capital LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Guardian Capital LLC 401(k)

401(k) retirement plan · Guardian Capital LLC's Guardian Capital LLC 401(k) held $1.8M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Dariela Garcia signed Guardian Capital LLC's 2024 Form 5500 as plan administrator.

Dariela Garcia — 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 Capital LLC's EIN is 61-1791248.

EIN 61-1791248

Plan number 001

Plan year 2024

ACK ID 20250415110911NAL0006278482001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Guardian Capital LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Guardian Capital LLC'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 GUARDIAN CAPITAL LLC.

Finding similar companies…

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 (90th percentile).

Plan sponsor

Name

GUARDIAN CAPITAL LLC

EIN

all filings

Address

2801 CENTERVILLE RD · PMB 603 · WILMINGTON, DE · 198081609

Phone

(416) 350-8011

Industry

Finance & Insurance

Plan administrator