What public Form 5500 filings show about the Capital Guidance America, Inc. 401(k) plan — and how to find and check your own account.
Capital Guidance America, Inc. (EIN 76-0205168) reports CAPITAL GUIDANCE GROUP RETIREMENT PLAN on its most recent Form 5500, with $24.8M in plan assets across 392 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Capital Guidance America, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Capital Guidance America, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADP STRATEGIC PLAN SERVICES, ADP BROKER-DEALER, CHARLES SCHWAB & CO, RICHIE MAY CO LLP.
