Jennifer Moltzan signed Guidehouse Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Guidehouse Inc.'s EIN is 36-4094854.
Download the official 2024 Form 5500 (PDF) for Guidehouse Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Guidehouse Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $245K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $103K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID GROWTH CO POOL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $221.9M | 17.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $207.0M | 16.0% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $102.6M | 7.9% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $90.1M | 6.9% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $83.5M | 6.4% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $73.9M | 5.7% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $69.5M | 5.4% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $60.4M | 4.7% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $53.3M | 4.1% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $50.2M | 3.9% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $29.2M | 2.3% | |
| Metropolitan West Total Return Bond Fund Instl | Other securities | — | — | $24.9M | 1.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $24.4M | 1.9% | |
| T. Rowe Price Small-Cap Val D | Other securities | — | — | $24.2M | 1.9% | |
| TRP SM CAP VALUE D T. ROWE PRICE TRUST COMPANY · EIN 37-6495449 / PN 001 | Common Collective Trust | — | — | $24.2M | 1.9% | |
| ABF Large Cap Val Inst | Other securities | — | — | $20.6M | 1.6% | |
| Fidelity Management Trust Company** Self-directed brokerage account investments | Self-Directed Brokerage | — | — | $20.3M | 1.6% | |
| Fidelity Management Trust Company** Fidelity Managed Income II | Mutual Funds | — | — | $18.4M | 1.4% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $18.4M | 1.4% | |
| Fidelity Diversified International K6 Fund | Mutual Funds | — | — | $17.9M | 1.4% | |
| Neuberger Berman Sustainable Equity R6 | Other securities | — | — | $15.6M | 1.2% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $11.8M | 0.9% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $11.1M | 0.9% | |
| percent - | Other securities | — | — | $11.0M | 0.8% | |
| Allspring Small Co Growth R6 | Common Stocks | — | — | $10.9M | 0.8% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $9.5M | 0.7% | |
| Dodge & Cox Int'l Stk | Mutual Funds | — | — | $8.2M | 0.6% | |
| Vanguard Infl Prot Inst | Mutual Funds | — | — | $7.6M | 0.6% | |
| Fidelity Management Trust Company** DFA Emerging Markets Core Equity Portfolio | Mutual Funds | — | — | $7.4M | 0.6% | |
| Voya Retirement Insurance and Annuity Company Fully benefit-responsive investment contract - Voya Fixed Account | Common Stocks | — | — | $6.0M | 0.5% | |
| Baird Short Term Bond | Other securities | — | — | $5.8M | 0.4% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $126K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN, PLLC | 33-1498605 | — | ACCOUNTANT/AUDITOR | $49K | — |
