Guidepoint Security, Llc 401(k) Plan
Sponsored by Guidepoint Security, Llc · EIN 453694402 · Plan #001
- Total assets
- $71.0M
- Net assets
- $71.0M
- Active participants
- 969
- With balances
- 1,066
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | 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 | $108,166 |
| Ubs Financial Services, Inc. | Investment advisory (plan) | $107,782 |
| Retirement Solutions Specialists | Contract administrator, Other services | $20,815 |
| Assurance Dimensions | Accounting | $10,000 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |