Filings through Oct 24, 2026.

Retirement plan

Douglas Guardian Services 401(k) Plan

Name: DOUGLAS - GUARDIAN SERVICES CORP - DOUGLAS GUARDIAN SERVICES 401(K) PLAN (2025) Form 5500
Creator: DOUGLAS - GUARDIAN SERVICES CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DOUGLAS GUARDIAN SERVICES 401(K) PLAN, DOUGLAS - GUARDIAN SERVICES CORP

Douglas - Guardian Services CorpEIN 72-0172580Plan #001PY 2025

8285 SW NIMBUS AVE, SUITE 115119 - BEAVERTON, OR 97008503-214-3005

Prospect flagsLow returnsLow participationLow assets / participantLow participant contributionPossible retail share class: $378KFew collective trustsFund lineup: 12 funds, $445K

How to read this page

Total assets (EOY)

$563K

+14.1% from 2023

Total participants

183

+0.5% from 2023

Average account balance

$4,266

-5.8% from 2023

Annual return

10.33%

-6.23 pp from 2023

Benchmarks

See 6,114 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,114 peers

Snapshot2025

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Analytics

See the 10-year trajectory with Pro.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$3,292
ADP BROKER-DEALER8 years Service code 49 · EIN 22-3319984	Other Services	$0

Fund lineup

CSV with Pro

12 funds hold $445K of the plan's $563K. From the 2025 filing. Recordkeeper: ADP.

In collective trusts0%median 0% for plans under $5M (7,738 plans)

In index funds19%median 19% for plans under $5M (7,738 plans)

In the main target-date series0%median 39% for plans under $5M (7,738 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Invesco S&P 500 Index Fund Class A Invesco · Mutual fund IndexPossible retail class A	Invesco	Mutual fund	$86K	19.3%
Invesco Small CAP Value Fund Class A Invesco · Mutual fund Possible retail class A	Invesco	Mutual fund	$66K	14.7%
Morgan Stanley Growth A Morgan Stanley · Other	Morgan Stanley	Other	$56K	12.6%
Invesco Comstock Fund Class A Invesco · Mutual fund Possible retail class A	Invesco	Mutual fund	$48K	10.7%
Invesco Disc MD Cap Grth A Invesco · Mutual fund Possible retail class A	Invesco	Mutual fund	$44K	10.0%
AB Relative Value Fund, INC. Class A AllianceBernstein · Mutual fund Possible retail class A	AllianceBernstein	Mutual fund	$43K	9.7%
Invesco Global Allocation Fund Class A Invesco · Mutual fund Possible retail class A	Invesco	Mutual fund	$38K	8.5%
Invesco International Growth Fund Class A Invesco · Mutual fund Possible retail class A	Invesco	Mutual fund	$24K	5.4%
Invesco Global Core Equity Fund Class A Invesco · Mutual fund Possible retail class A	Invesco	Mutual fund	$17K	3.7%
Attachment to 2025 Form Manager not matched · Other	Not yet matched	Other	$11K	2.5%

See the other 2 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$34 / participant

Recordkeeping$3K61.6%
Investment mgmt$2K38.4%

% of EOY assets

0.950%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: SEIDEL SCHROEDER
Auditor EIN: 742052353
Audit fees: (not subdivided)
Opinion code: Unqualified

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Provider

Service type

Compensation

ADP BROKER-DEALER6 years

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$3,292

ADP BROKER-DEALER8 years

Service code 49 · EIN 22-3319984

Other Services

Fund

Dollars

% of funds%

Invesco S&P 500 Index Fund Class A

Invesco · Mutual fund

IndexPossible retail class A

$86K

19.3%

Invesco Small CAP Value Fund Class A

Invesco · Mutual fund

Possible retail class A

$66K

14.7%

Morgan Stanley Growth A

Morgan Stanley · Other

$56K

12.6%

Invesco Comstock Fund Class A

Invesco · Mutual fund

Possible retail class A

$48K

10.7%

Invesco Disc MD Cap Grth A

Invesco · Mutual fund

Possible retail class A

$44K

10.0%

AB Relative Value Fund, INC. Class A

AllianceBernstein · Mutual fund

Possible retail class A

$43K

9.7%

Invesco Global Allocation Fund Class A

Invesco · Mutual fund

Possible retail class A

$38K

8.5%

Invesco International Growth Fund Class A

Invesco · Mutual fund

Possible retail class A

$24K

5.4%

Invesco Global Core Equity Fund Class A

Invesco · Mutual fund

Possible retail class A

$17K

3.7%

Attachment to 2025 Form

Manager not matched · Other

$11K

2.5%

Douglas Guardian Services 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Douglas Guardian Services 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion