How big is Guided Transitions LLC's plan?

Guided Transitions LLC's plan reported $121K in assets and 9 participants for 2024.

Original filing (PDF)20251011163356NAL0008599681001

Guided Transitions LLC

Name: Guided Transitions LLC — Guided Transitions LLC, Form 5500 (2024)
Creator: Guided Transitions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Guided Transitions LLC 401(k) P/S Plan

401(k) retirement plan · Guided Transitions LLC's Guided Transitions LLC 401(k) P/S Plan held $121K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$121K

Net assets (EOY)

$121K

People on this filing

Mark Wicker signed Guided Transitions LLC's 2024 Form 5500 as plan administrator.

Mark Wicker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Guided Transitions LLC's EIN is 26-2941504.

EIN 26-2941504

Plan number 001

Plan year 2024

ACK ID 20251011163356NAL0008599681001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Guided Transitions LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Guided Transitions LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GUIDED TRANSITIONS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off