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Original filing (PDF)20251008125215NAL0013435890001
GUIDEPOSTS A CHURCH CORPORATION
Form 5500
FILING_RECEIVED
GUIDEPOSTS RETIREMENT SAVINGS PLAN
403(b) retirement plan
Active participants
87
Accounts w/ balance
166
Plan assets (EOY)
$38.4M
Net assets (EOY)
$38.4M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUIDEPOSTS A CHURCH CORPORATION.
Plan sponsor
Name
GUIDEPOSTS A CHURCH CORPORATION
EIN
23-7442277
Address
100 RESERVE RD, STE E200 · DANBURY, CT · 068105212
Phone
(203) 749-0251
Industry
Other Services (ex. Public Admin)see 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
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
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
RBT CPAS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TSA MANAGEMENT INC | 11-3080149 | — | INVESTMENT ADVISORY | $57K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
35 direct securities· $38.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.Rowe Price BI Chip Gr I Fd Mutual Funds | — | — | — | $5.3M | 13.7% | |
| Principal Guaranteed Option Guaranteed Investment Contract | — | — | — | $3.3M | 8.6% | |
| Am Fds 2030 Trgt Dte Rtm R6 Fd Mutual Funds | — | — | — | $3.1M | 8.2% | |
| Vanguard Large Cap Idx Adm Fd Mutual Funds | — | — | — | $2.9M | 7.6% | |
| JP Morgan Equity Income R6 Fd Mutual Funds | — | — | — | $2.5M | 6.5% | |
| MFS Mid-Cap Growth R6 Fund Mutual Funds | — | — | — | $1.5M | 4.0% | |
| T. Rowe Price Cap App I Fd Mutual Funds | — | — | — | $1.4M | 3.5% | |
| Nuveen Large Cap Gr Indx Ret Mutual Funds | — | — | — | $1.3M | 3.3% | |
| PIMCO Income Institutional Fd Mutual Funds | — | — | — | $1.2M | 3.2% | |
| Franklin DynaTech R6 Fund Mutual Funds | — | — | — | $1.2M | 3.1% | |
| Janus Hndrsn Glb Tech Inn I Fd Mutual Funds | — | — | — | $1.1M | 3.0% | |
| DFA US Targeted Value I Fund Mutual Funds | — | — | — | $1.1M | 2.9% | |
| AQR Large Cap Def Style R6 Fd Mutual Funds | — | — | — | $1.0M | 2.7% | |
| Metro West Ttl Rtn Bd I Fund Mutual Funds | — | — | — | $996K | 2.6% | |
| MFS Global Equity R6 Fund Mutual Funds | — | — | — | $894K | 2.3% | |
| Am Fds 2040 Trgt Dte Rtm R6 Fd Mutual Funds | — | — | — | $893K | 2.3% | |
| T Rowe Price SmCp Stock I Fund Mutual Funds | — | — | — | $888K | 2.3% | |
| Vanguard Mid Cap Index Adm Fd Mutual Funds | — | — | — | $862K | 2.2% | |
| Vanguard Intl Growth Adm Fd Mutual Funds | — | — | — | $847K | 2.2% | |
| Lord Abbett Sht Drtn Inc R6 Fd Mutual Funds | — | — | — | $839K | 2.2% | |
| Vanguard Sm Cap Index Adm Fund Mutual Funds | — | — | — | $720K | 1.9% | |
| American Centur Mid-Cap Val R6 Mutual Funds | — | — | — | $666K | 1.7% | |
| Am Fds 2035 Trgt Dte Rtm R6 Fd Mutual Funds | — | — | — | $631K | 1.6% | |
| Am Fds 2025 Trgt Dte Rtm R6 Fd Mutual Funds | — | — | — | $587K | 1.5% | |
| Am Fds 2050 Trgt Dte Rtm R6 Fd Mutual Funds | — | — | — | $516K | 1.3% | |
| Am Fds 2045 Trgt Dte Rtm R6 Fd Mutual Funds | — | — | — | $478K | 1.2% | |
| Am Fd Intl Growth & Inc R6 Fd Mutual Funds | — | — | — | $367K | 1.0% | |
| Am Fds 2020 Trgt Dte Rtm R6 Fd Mutual Funds | — | — | — | $341K | 0.9% | |
| Am Fds 2010 Trgt Dte Rtm R6 Fd Mutual Funds | — | — | — | $228K | 0.6% | |
| Am Fds 2060 Trgt Dte Rtm R6 Fd Mutual Funds | — | — | — | $212K | 0.6% | |
| Notes receivable from participants Bearing interest at 4.25%-9.5% - | — | — | — | $137K | 0.4% | |
| Vanguard RE Index Adm Fund Mutual Funds | — | — | — | $130K | 0.3% | |
| Am Fds 2055 Trgt Dte Rtm R6 Fd Mutual Funds | — | — | — | $118K | 0.3% | |
| Am Fds 2065 Trgt Dte Rtm R6 Fd Mutual Funds | — | — | — | $17K | <0.1% | |
| (E) | — | — | — | $17K | <0.1% |
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