AUMdb

Guidesoft, Inc. 401(k) Plan & Trust

Sponsored by Guidesoft, Inc. · EIN 351934449 · Plan #001

Total assets
$18.4M
Net assets
$18.4M
Active participants
236
With balances
294

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Brinker Capital Investment management, Direct payment from the plan $64,492
Pcs Retirement, Llc Claims processing, Contract administrator, Recordkeeping $28,376