How big is Guardian Group's plan?

Guardian Group's plan reported $18K in assets and 5 participants for 2024.

Original filing (PDF)20250922150353NAL0007872786001

Guardian Group

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

Form 5500-SF

FILING_RECEIVED

Guardian Group 401(k) Plan

401(k) retirement plan · Guardian Group's Guardian Group 401(k) Plan held $18K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

Plan identifiers

Guardian Group's EIN is 72-1613750.

EIN 72-1613750

Plan number 001

Plan year 2024

ACK ID 20250922150353NAL0007872786001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Guardian Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

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

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

GUARDIAN GROUP

EIN

all filings

Address

1900 NE 3RD ST · STE 106-40 · BEND, OR · 97701

Phone

(800) 380-8913

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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