Guild Mortgage Company Profit Sharing 401(k) Plan
Sponsored by Guild Mortgage Company Llc · EIN 952146137 · Plan #001
- Total assets
- $456M
- Net assets
- $456M
- Active participants
- 5,083
- With balances
- 5,952
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $473,454 |
| Creative Planning, Llc | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $304,083 |
| Creative Planning, Llc | Investment advisory (participants), Consulting fees | $0 |