Plan Ledger DOL Form 5500 · updated monthly

Guardian Pharmacy Services Management, LLC401(k)

GUARDIAN PHARMACY SERVICES MANAGEMENT, LLC 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Guardian Pharmacy Services Management, LLC reported $195,583 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $1,532 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.

Across the 1 year on file its reported administrative ratio fell from 0.18% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 211th-largest of 2,160 plans among Georgia employers on file, and the 267th of 5,215 in retail trade. In 2024, employees put in $2.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$153,907,754
Participants with balances3,450
Active participants3,269
Employer contributions$5,007,843
Employee contributions$12,678,710
Employer contribution per active participant$1,532
Average account balance$44,611
Benefits paid to participants$8,392,567
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$153.9M · 3,450 accts · $5.0M emplr
2023$120.5M · 3,036 accts · $4.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$130,753
Investment management$64,830
Total administrative$195,583
The Guardian Pharmacy Services Management, LLC 401(k) match · 2024
Employer contribution per active participant$1,532
Median for plans this size$3,635
2024$1,532 per active participant
2023$1,543 per active participant

Guardian Pharmacy Services Management, LLC's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$130,753
REGIONS BANK · Investment advisory (plan)$64,830

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$195,583 · 0.14%
2023$188,777 · 0.18%
Same employer
Similar plansRetail Trade · Georgia
Aaron's, LLC GA$186.0M · 0.18%
Racetrac, Inc. GA$156.8M · 0.19%
Guardian Pharmacy, LLC GA$91.2M · 0.18%
Hennessy Cadillac, Inc. GA$71.4M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920861586 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.