Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GUARDIAN HR, INC.
EIN 81-3463691management consultingLatest filing 2025
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
20
107 N. REINO ROAD, PMB# 184 - NEWBURY PARK, CA 91320888-373-4724guardian-hr.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 20 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GUARDIAN HR, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.0M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GUARDIAN HR, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$704K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GUARDIAN HR, INC. CASH BALANCE PENSION PLAN | CashBalance | $2.0M | 10 | 2025 | |
| 002 | GUARDIAN HR, INC. PROFIT SHARING PLAN | ProfitSharing | $704K | 10 | 2025 |
Retirement plans