Scott Bevan signed The Guidance Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Guidance Center's EIN is 25-1469392.
Download the official 2024 Form 5500 (PDF) for The Guidance Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Guidance Center's plan includes 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORDKEEPER | $4K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $450 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| UBS FINANCIAL | — | NASHVILLE, TN | INVESTMENT ADVISORY | $6K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI | 85-0833363 | ERIE, PA | TPA | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES | 42-0941553 | — | OTHER SERVICES | $0 | — |
