Sponsor portfolio

GUARDIAN FLEET SERVICES, INC

EIN 82-1297296transportation/trucking/railroadLatest filing 2025

Plans

Retirement

$3.4M assets

Welfare

$452K premiums

Participants

1,611

4701 EAST AVENUE - WEST PALM BEACH, FL 33407813-552-1439guardianfleetservice.comLinkedIn501-1000 employeestransportation/trucking/railroad

Plans on this EIN

3 filings

#002401k-$2.7M - 701 part #001ESOP-$623K - 207 part #501Mixed-$452K - 703 lives

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 908 participants

Assets by plan

Share of aggregate retirement assets

81%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening

81%top

ASCENSUS LLC81%
ESOP PARTNERS LLC19%

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $452K premiums / 703 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$289K
Life$258K
Short-term disability$258K
Long-term disability$258K
Dental$163K
Vision$163K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

64%top

UNUM LIFE INSURANCE COMPANY OF AMERICA64%
STARMOUNT LIFE INSURANCE COMPANY36%

Broker market share

Schedule A broker compensation

Split broker

67%top

SANDY WASSON & ASSOCIATES INS, INC.67%
GIS BENEFITS INC33%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#002

GUARDIAN FLEET SERVICES 401(K) PLAN

401k

Assets$2.7M

Participants701

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001