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Original filing (PDF)20251010143449NAL0018832274001
GUIDEHOUSE INC.
Form 5500
FILING_RECEIVED
GUIDEHOUSE INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
8,074
Accounts w/ balance
10,964
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
3 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUIDEHOUSE INC..
Plan sponsor
Name
GUIDEHOUSE INC.
EIN
36-4094854
Address
1676 INTERNATIONAL DRIVE · SUITE 800 · MCLEAN, VA · 22102
Phone
(571) 633-1711
Industry
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
2025-10-10
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
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 | $245K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $103K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE MORAN, PLLC | 33-1498605 | — | ACCOUNTANT/AUDITOR | $49K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
29 direct securities · 3 pooled funds· $1.3B(100% of reported assets)
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.
Uncategorized
$1.1B
29 holdings
Common Collective Trust
$264.6M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $207.0M | 16.0% | |
| Vanguard Target Retirement 2050 | — | — | — | $102.6M | 7.9% | |
| Vanguard Target Retirement 2045 | — | — | — | $90.1M | 6.9% | |
| Vanguard Target Retirement 2040 | — | — | — | $83.5M | 6.4% | |
| Vanguard Target Retirement 2055 | — | — | — | $73.9M | 5.7% | |
| Vanguard Target Retirement 2035 | — | — | — | $69.5M | 5.4% | |
| Vanguard Target Retirement 2060 | — | — | — | $60.4M | 4.7% | |
| Vanguard Target Retirement 2030 | — | — | — | $53.3M | 4.1% | |
| Fidelity Extended Market Index Fund | — | — | — | $50.2M | 3.9% | |
| Vanguard Target Retirement 2025 | — | — | — | $29.2M | 2.3% | |
| Metropolitan West Total Return Bond Fund Instl | — | — | — | $24.9M | 1.9% | |
| Fidelity International Index Fund | — | — | — | $24.4M | 1.9% | |
| T. Rowe Price Small-Cap Val D | — | — | — | $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 | — | — | — | $20.6M | 1.6% | |
| Fidelity Management Trust Company** Self-directed brokerage account investments | — | — | — | $20.3M | 1.6% | |
| Fidelity Management Trust Company** Fidelity Managed Income II | — | — | — | $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 | — | — | — | $17.9M | 1.4% | |
| Neuberger Berman Sustainable Equity R6 | — | — | — | $15.6M | 1.2% | |
| Vanguard Target Retirement 2065 | — | — | — | $11.8M | 0.9% | |
| Vanguard Target Retirement Income Inv | — | — | — | $11.1M | 0.9% | |
| percent - | — | — | — | $11.0M | 0.8% | |
| Allspring Small Co Growth R6 | — | — | — | $10.9M | 0.8% | |
| Vanguard Target Retirement 2020 | — | — | — | $9.5M | 0.7% | |
| Dodge & Cox Int'l Stk | — | — | — | $8.2M | 0.6% | |
| Vanguard Infl Prot Inst | — | — | — | $7.6M | 0.6% | |
| Fidelity Management Trust Company** DFA Emerging Markets Core Equity Portfolio | — | — | — | $7.4M | 0.6% | |
| Voya Retirement Insurance and Annuity Company Fully benefit-responsive investment contract - Voya Fixed Account | — | — | — | $6.0M | 0.5% | |
| Baird Short Term Bond | — | — | — | $5.8M | 0.4% | |
| Fidelity Government Money Market | — | — | — | $126K | <0.1% |