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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 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
TSA MANAGEMENT INC11-3080149INVESTMENT ADVISORY$57K
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
PRINCIPAL LIFE INSURANCE COMPANY42-0127290CONTRACT ADMINISTRATOR$31K
Other
1
NameEINLocationRelationDirect compIndirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L36-4317381INV ADV, PARTICIPANTS$0

Investments

35 direct securities· $38.4M(100% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
T.Rowe Price BI Chip Gr I Fd Mutual Funds$5.3M13.7%
Principal Guaranteed Option Guaranteed Investment Contract$3.3M8.6%
Am Fds 2030 Trgt Dte Rtm R6 Fd Mutual Funds$3.1M8.2%
Vanguard Large Cap Idx Adm Fd Mutual Funds$2.9M7.6%
JP Morgan Equity Income R6 Fd Mutual Funds$2.5M6.5%
MFS Mid-Cap Growth R6 Fund Mutual Funds$1.5M4.0%
T. Rowe Price Cap App I Fd Mutual Funds$1.4M3.5%
Nuveen Large Cap Gr Indx Ret Mutual Funds$1.3M3.3%
PIMCO Income Institutional Fd Mutual Funds$1.2M3.2%
Franklin DynaTech R6 Fund Mutual Funds$1.2M3.1%
Janus Hndrsn Glb Tech Inn I Fd Mutual Funds$1.1M3.0%
DFA US Targeted Value I Fund Mutual Funds$1.1M2.9%
AQR Large Cap Def Style R6 Fd Mutual Funds$1.0M2.7%
Metro West Ttl Rtn Bd I Fund Mutual Funds$996K2.6%
MFS Global Equity R6 Fund Mutual Funds$894K2.3%
Am Fds 2040 Trgt Dte Rtm R6 Fd Mutual Funds$893K2.3%
T Rowe Price SmCp Stock I Fund Mutual Funds$888K2.3%
Vanguard Mid Cap Index Adm Fd Mutual Funds$862K2.2%
Vanguard Intl Growth Adm Fd Mutual Funds$847K2.2%
Lord Abbett Sht Drtn Inc R6 Fd Mutual Funds$839K2.2%
Vanguard Sm Cap Index Adm Fund Mutual Funds$720K1.9%
American Centur Mid-Cap Val R6 Mutual Funds$666K1.7%
Am Fds 2035 Trgt Dte Rtm R6 Fd Mutual Funds$631K1.6%
Am Fds 2025 Trgt Dte Rtm R6 Fd Mutual Funds$587K1.5%
Am Fds 2050 Trgt Dte Rtm R6 Fd Mutual Funds$516K1.3%
Am Fds 2045 Trgt Dte Rtm R6 Fd Mutual Funds$478K1.2%
Am Fd Intl Growth & Inc R6 Fd Mutual Funds$367K1.0%
Am Fds 2020 Trgt Dte Rtm R6 Fd Mutual Funds$341K0.9%
Am Fds 2010 Trgt Dte Rtm R6 Fd Mutual Funds$228K0.6%
Am Fds 2060 Trgt Dte Rtm R6 Fd Mutual Funds$212K0.6%
Notes receivable from participants Bearing interest at 4.25%-9.5% -$137K0.4%
Vanguard RE Index Adm Fund Mutual Funds$130K0.3%
Am Fds 2055 Trgt Dte Rtm R6 Fd Mutual Funds$118K0.3%
Am Fds 2065 Trgt Dte Rtm R6 Fd Mutual Funds$17K<0.1%
(E)$17K<0.1%

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