Back to filter
Original filing (PDF)20251008070407NAL0005494097001
GUARDIAN FLEET SERVICES
Form 5500
FILING_RECEIVED
GUARDIAN FLEET SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
530
Accounts w/ balance
629
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
15 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUARDIAN FLEET SERVICES.
Plan sponsor
Name
GUARDIAN FLEET SERVICES
EIN
82-1297296
Address
4701 EAST AVE. · WEST PALM BEACH, FL · 33407
Phone
(813) 820-1232
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $16K | — |
Investments
24 direct securities · 15 pooled funds· $2.7M(100% of reported assets)
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.
Uncategorized
$2.7M
24 holdings
Common Collective Trust
$20K
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Target 2035 I T. Rowe Price 0 | — | — | — | $367K | 13.4% | |
| T. Rowe Price Target 2050 I T. Rowe Price 0 | — | — | — | $342K | 12.5% | |
| T. Rowe Price Target 2045 I T. Rowe Price 0 | — | — | — | $325K | 11.9% | |
| T. Rowe Price Target 2025 I T. Rowe Price 0 | — | — | — | $319K | 11.6% | |
| T. Rowe Price Target 2040 I T. Rowe Price 0 | — | — | — | $276K | 10.1% | |
| T. Rowe Price Target 2030 I T. Rowe Price 0 | — | — | — | $237K | 8.6% | |
| T. Rowe Price Target 2060 I T. Rowe Price 0 | — | — | — | $230K | 8.4% | |
| T. Rowe Price Target 2055 I T. Rowe Price 0 | — | — | — | $221K | 8.1% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $81K | 2.9% | |
| T. Rowe Price Target 2020 I T. Rowe Price 0 | — | — | — | $80K | 2.9% | |
| T. Rowe Price Target 2065 I T. Rowe Price 0 | — | — | — | $68K | 2.5% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $63K | 2.3% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $28K | 1.0% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $27K | 1.0% | |
| Allspring Special Mid Cap Value U Allspring 0 858 Fidelity Mid Cap Index Fidelity 0 | — | — | — | $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 U.S. Bond Index Fund Fidelity 0 | — | — | — | $9K | 0.3% | |
| Fidelity International Index Fidelity 0 | — | — | — | $9K | 0.3% | |
| Fidelity Advisor Invmt Grade Bond Z Fidelity 0 | — | — | — | $5K | 0.2% | |
| MFS International Equity R6 MFS 0 | — | — | — | $5K | 0.2% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $4K | 0.2% | |
| PUTNAM LARGE CAP VALUE TRUST II U GREAT GRAY TRUST · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $4K | 0.2% | |
| T. Rowe Price Target 2010 I T. Rowe Price 0 | — | — | — | $4K | 0.1% | |
| AB Bond Inflation Strategy I Alliance Bernstein 0 | — | — | — | $3K | 0.1% | |
| DFA Emerging Markets Core Eqty 2 Port DFA 0 | — | — | — | $2K | <0.1% | |
| COHEN & STEERS U.S. REALTY FUND U SEI TRUST COMPANY · EIN 47-1211722 / PN 064 | Common Collective Trust | — | — | $2K | <0.1% | |
| Putnam Small Cap Growth R6 Putnam 0 | — | — | — | $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% |
Related plans
Other plans using ASCENSUS LLC
SUTTER MEDICAL GROUP, INC.
SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN
$1.0B · 1,247 participants
MUTUAL OF OMAHA INSURANCE COMPANY
MUTUAL OF OMAHA 401K RETIREMENT SAVINGS PLAN
$1.0B · 6,050 participants
NORTHEAST GEORGIA HEALTH SYSTEM, INC.
NORTHEAST GEORGIA HEALTH SYSTEM, INC. 401(K) RETIREMENT SAVINGS PLAN
$847.5M · 11,682 participants
GREYSTAR MANAGEMENT SERVICES, LLC.
GREYSTAR 401(K) PLAN
$757.4M · 20,689 participants
MUTUAL OF OMAHA INSURANCE COMPANY
MUTUAL OF OMAHA 401K LONG-TERM SAVINGS PLAN
$515.9M · 305 participants
DAVENPORT & COMPANY LLC
DAVENPORT & COMPANY LLC PROFIT SHARING PLAN
$416.4M · 510 participants
Similar-size Transportation & Warehousing plans
AAA HUDSON VALLEY
AAA HUDSON VALLEY 401(K) PROFIT SHARING PLAN & TRUST
$2.7M · 63 participants
MCGANN & CHESTER, LLC
MCGANN & CHESTER, LLC 401(K) PLAN
$2.7M · 67 participants
RICK'S TOWING COMPANY
RICK'S TOWING CO. 401(K) PLAN
$2.6M · 9 participants
NJ TOWING AND RECOVERY, INC.
NJ TOWING AND RECOVERY, INC. 401(K) PROFIT SHARING PLAN
$2.9M · 5 participants
DAWN SERVICES, L.L.C.
DAWN SERVICES, L.L.C. 401(K) PLAN
$3.0M · 82 participants
ACT TOWING, INC
ACT TOWING 401(K) PLAN
$2.5M · 80 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants