Retirement plan

TAX DEFERRED ANNUITY PLAN OF GUARDIANSHIP SERVICES, INC.

Name: GUARDIANSHIP SERVICES, INC. - TAX DEFERRED ANNUITY PLAN OF GUARDIANSHIP SERVICES, INC. (2024) Form 5500
Creator: GUARDIANSHIP SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF GUARDIANSHIP SERVICES, INC., GUARDIANSHIP SERVICES, INC.

GUARDIANSHIP SERVICES, INC.EIN 75-2739419Plan #001PY 2024

PO BOX 11481 - FORT WORTH, TX 761100481817-921-0499guardianshipservices.orgLinkedIn11-50 employeesindividual & family services

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$152K

+30.7% from 2023

Total participants

0.0% from 2023

Average account balance

$12,673

+30.7% from 2023

Annual return

15.82%

-0.59 pp from 2023

Benchmarks

See 109,298 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,298 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$152K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$13K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

171.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.82%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$43

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G3D2J

Plan features

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.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant 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

$520

$74 / participant

Other / not subdivided$520100.0%

% of EOY assets

0.342%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$12,673

$183,516-93.1%

$155,534-91.9%

$145,884-91.3%

Participation rate

71.4%

82.7%-11.3pp

78.2%-6.8pp

80.3%-8.9pp

Annual return

15.82%

61.43%-45.6pp

64.92%-49.1pp

551.85%-536.0pp

Employer contribution / active EE

$5,315-100.0%

$4,675-100.0%

$4,662-100.0%

Participant deferral / active EE

$2,540

$6,467-60.7%

$5,630-54.9%

$6,690-62.0%

Admin fee / account holder

$43

$19,293-99.8%

$15,900-99.7%

$13,392-99.7%

TAX DEFERRED ANNUITY PLAN OF GUARDIANSHIP SERVICES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF GUARDIANSHIP SERVICES, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion