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Original filing (PDF)20251014194757NAL0007289842001
GUIDEPOINT GLOBAL, LLC
Form 5500
FILING_RECEIVED
GUIDEPOINT GLOBAL, LLC 401(K) PLAN
401(k) retirement plan
Active participants
769
Accounts w/ balance
863
Plan assets (EOY)
$33.8M
Net assets (EOY)
$33.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 37 bps in Schedule C fees — modestly above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUIDEPOINT GLOBAL, LLC.
Plan sponsor
Name
GUIDEPOINT GLOBAL, LLC
EIN
32-0068282
Address
675 SIXTH AVENUE · 2ND FLOOR · NEW YORK, NY · 10010
Phone
(646) 873-8480
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $50K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AURORA PRIVATE WEALTH INC | 47-4814591 | — | ADVISOR | $62K | — |
| ALERA INVESTMENT ADVISORS LLC | 82-1301701 | — | ADVISOR | $13K | — |
Investments
1 pooled fund· $0(0% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MELLON STABLE VAL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | $0 | <0.1% |
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