Guidepoint Global, Llc 401(k) Plan
Sponsored by Guidepoint Global, Llc · EIN 320068282 · Plan #001
- Total assets
- $33.8M
- Net assets
- $33.8M
- Active participants
- 769
- With balances
- 863
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 |
|---|---|---|
| Aurora Private Wealth, Inc. CRD 281604 | deterministic · 100% | 2024 |
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aurora Private Wealth Inc | Investment advisory (plan) | $62,114 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $49,738 |
| Alera Investment Advisors Llc | Investment advisory (plan) | $13,338 |