Guardian Credit Union 401(k) Plan And Trust
Sponsored by Guardian Credit Union · EIN 390334442 · Plan #002
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 80
- With balances
- 101
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Dana Investment Advisors Inc CRD 105879 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Dana Investment Advisors Inc | Investment advisory (plan) | $11,049 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $6,220 |