Original filing (PDF)20250214093609NAL0012807587001

GUIDANCE MORTGAGE LLC

Name: GUIDANCE MORTGAGE LLC — GUIDANCE MORTGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: GUIDANCE MORTGAGE LLC

Form 5500-SF

FILING_RECEIVED

GUIDANCE MORTGAGE LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUIDANCE MORTGAGE LLC.

Plan sponsor

Name

GUIDANCE MORTGAGE LLC

EIN

14-1846484

Address

14380 W CAPITOL DR STE 1 · BROOKFIELD, WI · 530052323

Phone

(262) 754-1333

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BLACKBURNE & SONS REALTY CAPIT

BLACKBURNE & SONS REALTY CAPIT 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 11 participants

LEVEL CAPITAL LLC

LEVEL CAPITAL 401(K) PLAN

$1.5M · 37 participants

BRIGHTSIDE MORTGAGE LLC

$1.5M · 16 participants

GRAND CAPITAL FUNDING, INC.

GRAND CAPITAL FUNDING, INC. DEFINED BENEFIT PENSION PLAN

$1.5M · 2 participants

JUNGO, INC.

JUNGO, INC. 401(K) PLAN

$1.5M · 26 participants