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THE GUARDSMEN — THE GUARDSMEN 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250624144710NAL0006971185001
THE GUARDSMEN
Form 5500-SF
FILING_RECEIVED
THE GUARDSMEN 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE GUARDSMEN
.
Find decision makers
Plan sponsor
Name
THE GUARDSMEN
EIN
94-1196194
Address
550 MONTGOMERY STREET · SUITE 700 · SAN FRANCISCO, CA · 94111
Phone
(415) 990-1805
Industry
Other Services (ex. Public Admin)
see all
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
2025-06-24
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
BOYS & GIRLS CLUBS OF MID CENTRAL COAST
BOYS & GIRLS CLUBS OF SANTA MARIA VALLEY PENSION PLAN
$1.1M · 43 participants
EMPOWER YOLO, INC.
EMPOWER YOLO, INC. 403(B) RETIREMENT PLAN
$1.1M · 34 participants
JUNIOR ACHIEVEMENT OF THE HEARTLAND
JUNIOR ACHIEVEMENT OF THE HEARTLAND 401(K) PLAN
$1.1M · 23 participants
INTERNATIONAL COUNCIL OF AIRSHOWS, INC.
INTERNATIONAL COUNCIL OF AIRSHOWS 401(K) P/S PLAN
$1.1M · 5 participants
NETWORK BRANDED PREPAID CARD ASC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
NETWORK BRANDED PREPAID CARD ASC 401K PLAN
$1.1M · 4 participants
DEPARTMENT OF ILLINOIS, V.F.W.
VETERANS OF FOREIGN WARS EMPLOYEES' RETIREMENT PLAN
$1.1M · 2 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
