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Original filing (PDF)20251010142714NAL0012796192001
GUIDEHOUSE MANAGED SERVICES LLC
Form 5500
FILING_RECEIVED
GUIDEHOUSE MANAGED SERVICES LLC 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
2,427
Accounts w/ balance
2,337
Plan assets (EOY)
$61.8M
Net assets (EOY)
$61.8M
How this plan invests
This plan
3 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUIDEHOUSE MANAGED SERVICES LLC.
Plan sponsor
Name
GUIDEHOUSE MANAGED SERVICES LLC
EIN
20-2858838
Address
1676 INTERNATIONAL DRIVE · SUITE 800 · MCLEAN, VA · 22102
Phone
(571) 633-1711
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $90K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN | 33-1498605 | — | ACCOUNTANT/AUDITOR | $18K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
26 direct securities · 3 pooled funds· $62.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$54.1M
26 holdings
Common Collective Trust
$8.6M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $7.5M | 12.1% | |
| Vanguard Target Retirement 2035 | — | — | — | $7.0M | 11.3% | |
| Vanguard Target Retirement 2030 | — | — | — | $6.5M | 10.6% | |
| Vanguard Target Retirement 2040 | — | — | — | $6.3M | 10.3% | |
| Vanguard Target Retirement 2045 | — | — | — | $5.7M | 9.2% | |
| Vanguard Target Retirement 2050 | — | — | — | $5.7M | 9.2% | |
| Fidelity 500 Index | — | — | — | $3.0M | 4.9% | |
| Vanguard Target Retirement 2025 | — | — | — | $2.8M | 4.6% | |
| Vanguard Target Retirement 2055 | — | — | — | $2.8M | 4.6% | |
| Vanguard Target Retirement 2060 | — | — | — | $2.5M | 4.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $2.5M | 4.0% | |
| Participants** Participant notes receivable - Various maturity dates earning interest at 4.25 to 9.50 percent - | — | — | — | $1.6M | 2.7% | |
| Neuberger Berman Socially Resp I | — | — | — | $995K | 1.6% | |
| Fidelity Management Trust Company** Fidelity Managed Income Portfolio Trust II | — | — | — | $922K | 1.5% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $922K | 1.5% | |
| Metropolitan West Total Return Bond Fund Instl | — | — | — | $811K | 1.3% | |
| Fidelity Extended Market Index | — | — | — | $769K | 1.2% | |
| ABF Large Cap Val. Inst. | — | — | — | $751K | 1.2% | |
| Vanguard Target Retirement Inc | — | — | — | $738K | 1.2% | |
| Vanguard Target Retirement 2065 | — | — | — | $626K | 1.0% | |
| Dodge & Cox Int'l Stk. | — | — | — | $456K | 0.7% | |
| Allspring Small Co Growth R6 | — | — | — | $417K | 0.7% | |
| Fidelity Management Trust Company** DFA Emerging Market Core Equity | — | — | — | $297K | 0.5% | |
| Fidelity International Index | — | — | — | $291K | 0.5% | |
| TRP SM CAP VALUE D T. ROWE PRICE TRUST COMPANY · EIN 37-6495449 / PN 001 | Common Collective Trust | — | — | $213K | 0.3% | |
| Fidelity Diversified International K6 | — | — | — | $136K | 0.2% | |
| Vanguard Infl. Prot. INST | — | — | — | $127K | 0.2% | |
| Baird Short-Term Bond Inst | — | — | — | $124K | 0.2% | |
| Fidelity Government Money Market | — | — | — | $25K | <0.1% |