Plan Snapshot
- Plan Sponsor: Guidehouse Digital LLC
- Sponsor EIN: 542014785
- Sponsor Address: 1676 INTERNATIONAL DRIVE,, MCLEAN, VA, 22102
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,566
- Total Assets: $170.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 1,566 | $170.8M | $5.7M | $14.2M |
| 2022 | 1,705 | $144.3M | $6.2M | $15.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | Other Service Provider | $63,907 | — | $63,907 |
| MORNINGSTAR INVESTMENT MANAGEMENT | Other Service Provider | $34,761 | — | $34,761 |
| CREATIVE PLANNING HOLD CO, LLC | Investment Advisor | — | $16,667 | $16,667 |
| PLANTE AND MORAN, PLLC | Investment Advisor | $16,200 | — | $16,200 |
| MERCER INVESTMENTS LLC | Other Service Provider | $7,500 | — | $7,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING HOLD CO, LLC — Investment Advisor
- PLANTE AND MORAN, PLLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $139,035
- Estimated Expense Ratio: 0.081% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2023 | $474,147 | — | $474,147 | — | — |
| 2022 | $415,555 | — | $415,555 | — | — |