AUMdb

Guild Education, Inc. 401(k) Plan

Sponsored by Guild Education, Inc. · EIN 474675198 · Plan #002

Total assets
$57.9M
Net assets
$57.9M
Active participants
859
With balances
1,286

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $111,448
Kestra Advisory Services, Llc Investment advisory (plan), Direct payment from the plan $90,919