Plan Snapshot
- Plan Sponsor: Guild Mortgage Company LLC
- Sponsor EIN: 952146137
- Sponsor Address: 5887 COPLEY DRIVE, SAN DIEGO, CA, 921117916
- Plan Type: 401(k)
- Total Participants: 5,083
- Total Assets: $456.4M
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. |
|---|---|---|---|---|
| 2024 | 5,083 | $456.4M | $8.3M | $35.7M |
| 2023 | 5,156 | $370.6M | $5.9M | $27.9M |
| 2022 | 4,420 | $242.4M | $6.3M | $28.3M |
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 |
|---|---|---|---|---|
| WITHUMSMITHBROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITHBROWN, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $777,537 | $72,029 | $473,454 | — | — |
| 2023 | $608,279 | $252,940 | $355,339 | — | — |
| 2022 | $624,094 | $251,664 | $372,430 | — | — |