Plan Snapshot
- Plan Sponsor: Guild Education, INC.
- Sponsor EIN: 474675198
- Sponsor Address: 999 18TH STREET, SUITE 2240, DENVER, CO, 80202
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2023 | 0 | $0 | $0 | $2.8M |
| 2022 | 1,301 | $30.3M | $4,801 | $12.9M |
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 ADVISORS LLC | Recordkeeper | $58,290 | — | $58,290 |
| AT RETIREMENT SERVICES, LLC | Other Service Provider | $34,492 | — | $34,492 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,782
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 | $66,659 | — | $41,625 | — | — |
| 2022 | $92,781 | — | — | — | $92,781 |