The Guidance Center 401(k) Plan
Sponsored by The Guidance Center · EIN 251469392 · Plan #001
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 145
- With balances
- 145
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial | Investment advisory (plan), Other investment fees and expenses | $5,857 |
| The Vanguard Group | Participant loan processing, Redemption fees, Distribution (12b-1) fees | $3,741 |
| Definiti | Participant loan processing, Redemption fees, Other fees | $1,325 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $450 |
| Principal Securities | Other services, Other commissions, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |