Futureguard
Sponsored by Guardian Industries Holdings, Llc · EIN 814211184 · Plan #004
- Total assets
- $623M
- Net assets
- $623M
- Active participants
- 4,198
- With balances
- 5,758
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $135,277 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $106,896 |
| Cbiz Cpas P.C. | Accounting | $21,919 |
| The Northern Trust Company | Other services | $21,842 |
| Willis Towers Watson Us Llc | Consulting (general) | $15,520 |