# The Guidance Center, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-guidance-center-inc-401k-plan

> The Guidance Center, INC.'s 401(k) plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Guidance Center, INC.

- **Sponsor EIN:** 860223720

- **Sponsor Address:** 2187 N VICKEY ST, FLAGSTAFF, AZ, 860046121

- **Plan Type:** 401(k)

- **Total Participants:** 208

- **Total Assets:** $9.0M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|208|$9.0M|$253,732|$605,698|

| 2023|169|$7.9M|$232,589|$529,978|

| 2022|175|$7.5M|$222,035|$471,731|

## 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|

| EDWARD D JONES & COMPANY|INVESTMENT ADVISORY|$21,318|—|$21,318|

| TRANSAMERICA LIFE INSURANCE COMPANY|RECORDKEEPER|$15,979|—|$15,979|

| NOVA 401(K) ASSOCIATES|TPA|$11,774|$145|$11,919|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA LIFE INSURANCE COMPANY](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $49,216

- **Estimated Expense Ratio:** 0.546% 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|$50,800|—|$50,800|—|—|

| 2023|$27,358|—|$27,358|—|—|

| 2022|$1,760|—|—|—|—|

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