Guardian Cooperative Investment Plan
Sponsored by The Guardian Life Insurance Company Of America · EIN 135123390 · Plan #007 · New York, NY
- Total assets
- $444M
- Net assets
- $444M
- Active participants
- 2,852
- With balances
- 3,164
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 |
|---|---|---|
| Mercer Investments Llc CRD 133449 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $115,903 |
| Mercer Investments Llc | Investment advisory (plan) | $40,125 |