Plan Snapshot
- Plan Sponsor: The Guidance Center
- Sponsor EIN: 251469392
- Sponsor Address: 110 CAMPUS DR, BRADFORD, PA, 167011982
- Plan Type: 403(b)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 0 | $0 | $0 | $244,131 |
| 2023 | 160 | $7.4M | $0 | $456,249 |
| 2022 | 158 | $6.6M | $0 | $425,172 |
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 SECURITIES INC | OTHER SERVICES | — | $10,732 | $10,732 |
| ZELENKOFSKE AXELROD, LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,732
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 | $6,929 | — | $6,929 | — | — |
| 2023 | $1,207 | — | $1,207 | — | — |
| 2022 | $922 | — | $922 | — | — |