Rocky Gunter signed Guardian Fleet Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Guardian Fleet Services' EIN is 82-1297296.
Download the official 2024 Form 5500 (PDF) for Guardian Fleet Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Guardian Fleet Services' plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $16K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe T. Rowe Price Target 2035 I N/R | Mutual Funds | — | — | $367K | 13.4% | |
| T. Rowe T. Rowe Price Target 2050 I N/R | Other securities | — | — | $342K | 12.5% | |
| T. Rowe T. Rowe Price Target 2045 I N/R | Other securities | — | — | $325K | 11.9% | |
| T. Rowe T. Rowe Price Target 2025 I N/R | Other securities | — | — | $319K | 11.6% | |
| T. Rowe T. Rowe Price Target 2040 I N/R | Other securities | — | — | $276K | 10.1% | |
| T. Rowe T. Rowe Price Target 2030 I N/R | Other securities | — | — | $237K | 8.6% | |
| T. Rowe T. Rowe Price Target 2060 I N/R | Other securities | — | — | $230K | 8.4% | |
| T. Rowe T. Rowe Price Target 2055 I N/R | Other securities | — | — | $221K | 8.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $81K | 2.9% | |
| Participant Loans * Participant Loans Interest rate: 2.5% - 9.5% $0 | Bonds / Notes | — | — | $81K | 2.9% | |
| T. Rowe T. Rowe Price Target 2020 I N/R | Other securities | — | — | $80K | 2.9% | |
| T. Rowe T. Rowe Price Target 2065 I N/R | Other securities | — | — | $68K | 2.5% | |
| Fidelity Investments Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $63K | 2.3% | |
| Fidelity Investments Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $28K | 1.0% | |
| Contribution Account Ascensus Trust Company 0 | Common Stocks | — | — | $27K | 1.0% | |
| Fidelity Investments Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $17K | 0.6% | |
| AB US LARGE CAP GROWTH CIT (W SERIE GREAT GRAY TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $12K | 0.4% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund N/R | Common Collective Trusts | — | — | $9K | 0.3% | |
| Fidelity Investments Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $9K | 0.3% | |
| Fidelity Investments Fidelity Advisor Investment Grade N/R | Mutual Funds | — | — | $5K | 0.2% | |
| Bond Fund - Class Z MFS Investments MFS International Equity Fund N/R | Mutual Funds | — | — | $5K | 0.2% | |
| Class R6 Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio N/R | Mutual Funds | — | — | $4K | 0.2% | |
| PUTNAM LARGE CAP VALUE TRUST II U GREAT GRAY TRUST · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $4K | 0.2% | |
| Fund T. Rowe T. Rowe Price Target 2010 I N/R | Other securities | — | — | $4K | 0.1% | |
| AllianceBernstein AB Bond Inflation Strategy I Fund N/R | Other securities | — | — | $3K | 0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| Dimensional Fund Advisors DFA Emerging Markets Core Equity N/R | Mutual Funds | — | — | $2K | <0.1% | |
| COHEN & STEERS U.S. REALTY FUND U SEI TRUST COMPANY · EIN 47-1211722 / PN 064 | Common Collective Trust | — | — | $2K | <0.1% | |
| Portfolio Institutional Class Putnam Investments Putnam Small Cap Growth Fund R6 N/R | Mutual Funds | — | — | $1K | <0.1% | |
| PUTNAM STABLE VALUE 25BPS PUTNAM STABLE VALUE FUNDS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1K | <0.1% | |
| ALLSPRING SPECIAL MID CAP VALUE U SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $858 | <0.1% | |
| MFS MID CAP GROWTH FUND CLASS 2W GREAT GRAY TRUST · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $202 | <0.1% | |
| BLACKROCK LIFEPATH INDEX RETIRE S GREAT GRAY TRUST · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 S GREAT GRAY TRUST · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2030 S GREAT GRAY TRUST · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2035 S GREAT GRAY TRUST · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2040 S GREAT GRAY TRUST · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2045 S GREAT GRAY TRUST · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2050 S GREAT GRAY TRUST · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2060 S GREAT GRAY TRUST · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2065 S GREAT GRAY TRUST · EIN 38-4126295 / PN 598 | Common Collective Trust | — | — | $0 | <0.1% |
