Plan Ledger DOL Form 5500 · updated monthly

Guardian Pharmacy, LLC401(k)

GUARDIAN PHARMACY, LLC 401(K) PLAN · ATLANTA, GA · plan year 2022

Reported admin expense ratio · 2022
0.18%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Guardian Pharmacy, LLC reported $168,385 in plan administrative expenses for 2022: 0.18% of average plan assets, above the peer median. Employer contributions averaged $1,520 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other retail trade employers. By assets it is the 302nd-largest of 2,160 plans among Georgia employers on file, and the 404th of 5,215 in retail trade. In 2022, employees put in $2.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$91,233,192
Participants with balances2,778
Active participants2,635
Employer contributions$4,004,912
Employee contributions$9,813,636
Employer contribution per active participant$1,520
Average account balance$32,841
Benefits paid to participants$7,259,100
Plan auditUnmodified (clean) audit opinion
AuditorWARREN AVERETT LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$86,400
Investment management$81,985
Total administrative$168,385
The Guardian Pharmacy, LLC 401(k) match · 2022
Employer contribution per active participant$1,520
Median for plans this size$3,449

Guardian Pharmacy, LLC's 2022 employer contribution ran below the $3,449 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$168,385 · 0.18%
Similar plansRetail Trade · Georgia
Racetrac, Inc. GA$156.8M · 0.19%
Hennessy Cadillac, Inc. GA$71.4M · 0.16%
The Paradies Shops, LLC GA$65.6M · 0.13%
Jim Ellis Atlanta, Inc. GA$62.4M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200100834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.