Plan Snapshot
- Plan Sponsor: Guideness, LLC
- Sponsor EIN: 863575437
- Sponsor Address: 6555 BARTON AVE, LOS ANGELES, CA, 90038
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $4.5M | $0 | $0 |
| 2023 | 175 | $4.6M | $99,720 | $1.1M |
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 |
|---|---|---|---|---|
| FORUSALL, INC. | Recordkeeper | $15,980 | — | $15,980 |
| AT RETIREMENT SERVICES, LLC | Other Service Provider | $8,858 | — | $8,858 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,838
- Estimated Expense Ratio: 0.548% 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 |
|---|---|---|---|---|---|
| 2024 | $24,838 | — | $15,980 | — | — |
| 2023 | $24,736 | — | $15,873 | — | — |