Plan Snapshot
- Plan Sponsor: Guideline, INC.
- Sponsor EIN: 474474775
- Sponsor Address: 1412 CHAPIN AVE, BURLINGAME, CA, 94010
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 116
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 116 | $6.9M | $0 | $0 |
| 2024 | 398 | $35.2M | $1.9M | $4.2M |
| 2023 | 363 | $25.3M | $1.9M | $4.1M |
| 2022 | 15 | $884,849 | $97,684 | $135,863 |
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 |
|---|---|---|---|---|
| GUSTO INVESTMENT SERVICES, LLC | Custodian / Trustee | $8,675 | — | $8,675 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,675
- Estimated Expense Ratio: 0.125% 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 |
|---|---|---|---|---|---|
| 2025 | $43,589,548 | $8,675 | — | — | — |
| 2024 | $26,671 | $23,479 | — | — | — |
| 2023 | $18,487 | $16,079 | — | — | — |
| 2022 | $84,345 | — | — | — | — |