GUARDIAN WEALTH
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
45
Active participants
14,775
Total plan assets
$2.1B
Filings (rows)
48
Direct comp
$1.4M
Indirect comp
$204
Aggregating 4 name variants under "GUARDIAN WEALTH"
SERVICES PROVIDED
Advisor / Consultant34
Other11
Top plans served
Showing top 48 of 45 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| METROPOLITAN ANESTHESIA NETWORK, LLP METROPOLITAN ANESTHESIA NETWORK PROFIT SHARING PLAN | PLYMOUTH, MN | Other NONE | 554 | $391.1M | $10K |
| METROPOLITAN ANESTHESIA NETWORK, LLP METROPOLITAN ANESTHESIA NETWORK PROFIT SHARING PLAN | PLYMOUTH, MN | Other NONE | 534 | $330.2M | $6K |
| UWH OF THE CAROLINAS, PLLC UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN | TAMPA, FL | Advisor / Consultant INVESTMENT ADVISOR | 1,171 | $228.4M | $23K |
| UWH OF THE CAROLINAS, PLLC UWH OF THE CAROLINAS, PLLC 401(K) RETIREMENT PLAN | BOCA RATON, FL | Advisor / Consultant INVESTMENT ADVISOR | 1,075 | $199.5M | $19K |
| CRANFILL SUMNER LLP CRANFILL SUMNER LLP 401K PLAN | RALEIGH, NC | Advisor / Consultant FINANCIAL ADVISOR | 182 | $64.0M | $53K |
| CRANFILL SUMNER LLP CRANFILL SUMNER LLP 401K PLAN | RALEIGH, NC | Advisor / Consultant FINANCIAL ADVISOR | 180 | $55.8M | $40K |
| ARMACELL, LLC ARMACELL, LLC RETIREMENT SAVINGS PLAN | CHAPEL HILL, NC | Advisor / Consultant FINANCIAL ADVISOR | 705 | $49.6M | $50K |
| CRANFILL SUMNER LLP CRANFILL SUMNER LLP 401K PLAN | RALEIGH, NC | Advisor / Consultant FINANCIAL ADVISOR | 152 | $48.0M | $40K |
| ARMACELL, LLC ARMACELL, LLC RETIREMENT SAVINGS PLAN | CHAPEL HILL, NC | Advisor / Consultant FINANCIAL ADVISOR | 700 | $44.6M | $46K |
| ARMACELL, LLC ARMACELL, LLC RETIREMENT SAVINGS PLAN | CHAPEL HILL, NC | Advisor / Consultant FINANCIAL ADVISOR | 726 | $38.4M | $48K |
| ARMACELL LLC RETIREMENT INCOME PLAN FOR THE EMPLOYEES OF ARMACELL LLC | CHAPEL HILL, NC | Other NONE | 43 | $37.8M | $53K |
| ARMACELL LLC RETIREMENT INCOME PLAN FOR EMPLOYEES OF ARMACELL LLC | CHAPEL HILL, NC | Other NONE | 50 | $34.0M | $47K |
| NORTH STATE BANK NORTH STATE BANK 401K PLAN AND ESOP | RALEIGH, NC | Other NONE | 201 | $30.9M | — |
| NORTH STATE BANK NORTH STATE BANK 401K PLAN AND ESOP | RALEIGH, NC | Other NONE | 204 | $29.1M | $32K |
| DILLON SUPPLY COMPANY D & C EMPLOYEES' 401(K) PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISORY | 421 | $28.8M | $11K |
| DILLON SUPPLY COMPANY D & C EMPLOYEES' 401(K) PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISORY | 421 | $28.8M | $37K |
| NORTH STATE BANK NORTH STATE BANK 401K PLAN AND ESOP | RALEIGH, NC | Other NONE | 192 | $26.9M | $23K |
| UFTRING CHEVROLET, INC. UFTRING AUTOMOTIVE GROUP 401(K) PLAN AND TRUST | WASHINGTON, IL | Advisor / Consultant INVESTMENT ADVISORY | 308 | $26.7M | $61K |
| ASCOM US, INC. ASCOM (US), INC. RETIREMENT PLAN | MORRISVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 173 | $25.8M | $47K |
| UFTRING CHEVROLET, INC. UFTRING AUTOMOTIVE GROUP 401(K) PLAN AND TRUST | WASHINGTON, IL | Advisor / Consultant INVESTMENT ADVISORY | 306 | $25.2M | $64K |
| T. W. GARNER FOOD COMPANY T. W. GARNER FOOD COMPANY EMPLOYEES' PENSION PLAN | WINSTON-SALEM, NC | Other NONE | 52 | $24.9M | $40K |
| DILLON SUPPLY COMPANY D & C EMPLOYEES' 401(K) PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISORY | 412 | $23.9M | $10K |
| DILLON SUPPLY COMPANY D & C EMPLOYEES' 401(K) PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISORY | 412 | $23.9M | $30K |
| UFTRING CHEVROLET, INC. UFTRING AUTOMOTIVE GROUP 401(K) PLAN AND TRUST | WASHINGTON, IL | Advisor / Consultant INVESTMENT ADVISORY | 300 | $23.7M | $61K |
| T. W. GARNER FOOD COMPANY T. W. GARNER FOOD COMPANY EMPLOYEES' PENSION PLAN | WINSTON-SALEM, NC | Other NONE | 63 | $22.0M | $35K |
| ASSOCIATED UROLOGISTS OF NORTH CAROLINA, P.A. ASSOCIATED UROLOGISTS OF NORTH CAROLINA, P.A. EMPLOYEES 401(K) PROFIT SHARING PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISOR | 106 | $21.4M | $39K |
| ASCOM US, INC. ASCOM (US), INC. RETIREMENT PLAN | MORRISVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 179 | $21.1M | $39K |
| DILLON SUPPLY COMPANY D & C EMPLOYEES' 401(K) PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISORY | 451 | $20.5M | $9K |
| T. W. GARNER FOOD COMPANY T. W. GARNER FOOD COMPANY EMPLOYEES' PENSION PLAN | WINSTON-SALEM, NC | Other NONE | 65 | $19.7M | $26K |
| ASSOCIATED UROLOGISTS OF NORTH CAROLINA, P.A. ASSOCIATED UROLOGISTS OF NORTH CAROLINA, P.A. EMPLOYEES 401(K) PROFIT SHARING PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISOR | 99 | $19.7M | $30K |
| ASCOM US, INC. ASCOM (US), INC. RETIREMENT PLAN | MORRISVILLE, NC | Advisor / Consultant INVESTMENT ADVISOR | 174 | $18.2M | $36K |
| EXCLUSIVE JETS, LLC DBA FLY EXCLUSIVE FLY EXCLUSIVE 401(K) PLAN | KINSTON, NC | Advisor / Consultant INVESTMENT ADVISOR | 641 | $17.9M | $24K |
| ASSOCIATED UROLOGISTS OF NORTH CAROLINA, P.A. ASSOCIATED UROLOGISTS OF NORTH CAROLINA, P.A. EMPLOYEES 401(K) PROFIT SHARING PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISOR | 99 | $16.7M | $52K |
| HOSPICE OF THE PIEDMONT, INC. HOSPICE OF THE PIEDMONT, INC. MATCHING THRIFT PLAN | HIGH POINT, NC | Other NONE | 213 | $13.5M | $9K |
| EXCLUSIVE JETS, LLC DBA FLY EXCLUSIVE FLY EXCLUSIVE 401(K) PLAN | KINSTON, NC | Advisor / Consultant INVESTMENT ADVISOR | 687 | $11.8M | $12K |
| MCENTIRE PRODUCE, INC. MCENTIRE PRODUCE, INC. PROFIT SHARING & 401(K) PLAN | COLUMBIA, SC | Advisor / Consultant ADVISOR | 313 | $7.7M | $26K |
| MCENTIRE PRODUCE, INC. MCENTIRE PRODUCE, INC. PROFIT SHARING & 401(K) PLAN | COLUMBIA, SC | Advisor / Consultant ADVISOR | 351 | $7.4M | $25K |
| WALKER AUTOMOTIVE SUPPLY, INC. WALKER AUTOMOTIVE SUPPLY, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISOR | 607 | $7.2M | $12K |
| MCENTIRE PRODUCE, INC. MCENTIRE PRODUCE, INC. PROFIT SHARING & 401(K) PLAN | COLUMBIA, SC | Advisor / Consultant ADVISOR | 345 | $6.8M | $24K |
| SPECTRAFORCE TECHNOLOGIES, INC. SPECTRAFORCE TECHNOLOGIES, INC. 401(K) PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISOR | 415 | $5.5M | $21K |
| RIVER CITY CONSTRUCTION RIVER CITY CONSTRUCTION 401(K) PLAN | WASHINGTON, NC | Advisor / Consultant INVESTMENT ADVISOR | 360 | $4.8M | $11K |
| SPECTRAFORCE TECHNOLOGIES, INC. SPECTRAFORCE TECHNOLOGIES, INC. 401(K) PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISOR | 417 | $4.7M | $13K |
| SPECTRAFORCE TECHNOLOGIES, INC. SPECTRAFORCE TECHNOLOGIES, INC. 401(K) PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISOR | 417 | $4.7M | $3K |
| EFA, INC. ELASTIC FABRICS OF AMERICA 401(K) PLAN | GREENSBORO, NC | Advisor / Consultant ADVISOR | 53 | $4.4M | $16K |
| 1ST CHOICE CABINETRY, LLC 1ST CHOICE CABINETRY, LLC 401K RETIREMENT PLAN | RALEIGH, NC | Advisor / Consultant FINANCIAL ADVISOR | 137 | $4.2M | $5K |
| EFA, INC. ELASTIC FABRICS OF AMERICA 401(K) PLAN | GREENSBORO, NC | Advisor / Consultant ADVISOR | 101 | $4.0M | $13K |
| SPECTRAFORCE TECHNOLOGIES, INC. SPECTRAFORCE TECHNOLOGIES, INC. 401(K) PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISOR | 258 | $3.7M | $15K |
| ASSOCIATED UROLOGISTS OF NORTH CAROLINA, P.A. ASSOCIATED UROLOGISTS OF NORTH CAROLINA, P.A. EMPLOYEES 401(K) PROFIT SHARING PLAN | RALEIGH, NC | Advisor / Consultant INVESTMENT ADVISOR | 0 | $0 | $12K |