Jennifer Moltzan signed Guidehouse Managed Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Guidehouse Managed Services LLC's EIN is 20-2858838.
Download the official 2024 Form 5500 (PDF) for Guidehouse Managed Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Guidehouse Managed Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $8K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % 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 | Mutual Funds | — | — | $7.0M | 11.3% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $6.5M | 10.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $6.3M | 10.3% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $5.7M | 9.2% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $5.7M | 9.2% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.0M | 4.9% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $2.8M | 4.6% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $2.8M | 4.6% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $2.5M | 4.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $2.5M | 4.0% | |
| Participants** Participant notes receivable - Various maturity dates earning interest at 4.25 to 9.50 percent - | Other securities | — | — | $1.6M | 2.7% | |
| Neuberger Berman Socially Resp I | Other securities | — | — | $995K | 1.6% | |
| Fidelity Management Trust Company** Fidelity Managed Income Portfolio Trust II | Mutual Funds | — | — | $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 | Other securities | — | — | $811K | 1.3% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $769K | 1.2% | |
| ABF Large Cap Val. Inst. | Other securities | — | — | $751K | 1.2% | |
| Vanguard Target Retirement Inc | Mutual Funds | — | — | $738K | 1.2% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $626K | 1.0% | |
| Dodge & Cox Int'l Stk. | Mutual Funds | — | — | $456K | 0.7% | |
| Allspring Small Co Growth R6 | Common Stocks | — | — | $417K | 0.7% | |
| Fidelity Management Trust Company** DFA Emerging Market Core Equity | Mutual Funds | — | — | $297K | 0.5% | |
| Fidelity International Index | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $136K | 0.2% | |
| Vanguard Infl. Prot. INST | Mutual Funds | — | — | $127K | 0.2% | |
| Baird Short-Term Bond Inst | Other securities | — | — | $124K | 0.2% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $25K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN | 33-1498605 | — | ACCOUNTANT/AUDITOR | $18K | — |
