# Guild Mortgage Company LLC 401(k) Plan
Source: https://planprovider.pro/companies/guild-mortgage-company-llc-401k-plan

> Guild Mortgage Company LLC's 401(k) plan: 5,083 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$473,454|—|$473,454|

| CREATIVE PLANNING, LLC|CONSULTANT|$304,083|$124|$304,207|

| WITHUMSMITHBROWN, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CREATIVE PLANNING, LLC](https://planprovider.pro/provider/creative-planning) — CONSULTANT

- [WITHUMSMITHBROWN, PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $777,661

- **Estimated Expense Ratio:** 0.170% 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|$777,537|$72,029|$473,454|—|—|

| 2023|$608,279|$252,940|$355,339|—|—|

| 2022|$624,094|$251,664|$372,430|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/guild-mortgage-company-llc-401k-plan)

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