How big is Guild's plan?

Guild's plan reported $12.1M in assets and 235 participants for 2024.

Original filing (PDF)20251007093348NAL0002347795001

Guild

Name: Guild — 403(b) Thrift Plan of Guild, Form 5500 (2024)
Creator: Guild
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

403(b) Thrift Plan of Guild

401(k) retirement plan · Guild's 403(b) Thrift Plan of Guild held $12.1M in plan assets for 235 participants in 2024, with Mutual of America as recordkeeper.

Signals · 1

Non-clean audit opinion

Active participants

235

Accounts w/ balance

303

Plan assets (EOY)

$12.1M

Net assets (EOY)

$12.1M

People on this filing

Keith Rachey signed Guild's 2024 Form 5500 as plan administrator.

Keith Rachey — 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

Guild's EIN is 41-1669233.

EIN 41-1669233

Plan number 001

Plan year 2024

ACK ID 20251007093348NAL0002347795001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Guild's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 pooled trust

Schedule D

42 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

Below-peer total plan cost (86th percentile).

Plan sponsor

Name

GUILD

EIN

all filings

Address

122 WABASHA ST S STE 400 · SAINT PAUL, MN · 551073394

Phone

(651) 486-8603

Industry

Health Care & Social Assistance

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

2025-10-07

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

EIDE BAILLY LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$5K	—

Investments

42 direct securities · 1 pooled fund· $22.3M(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.

Pooled Separate Account

$11.3M

1 holding

Pooled Separate Accounts

$11.1M

42 holdings

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$11.3M	93.0%
Mutual of America Equity Index Fund Separate account N/A	Pooled Separate Accounts	—	—	$1.5M	12.6%
Mutual of America 2030 Retirement Fund Separate account N/A	Pooled Separate Accounts	—	—	$1.4M	11.5%
Mutual of America 2045 Retirement Fund Separate account N/A	Pooled Separate Accounts	—	—	$1.2M	9.7%
Mutual of America 2035 Retirement Fund Separate account N/A	Pooled Separate Accounts	—	—	$847K	7.0%
Mutual of America 2040 Retirement Fund Separate account N/A	Pooled Separate Accounts	—	—	$643K	5.3%
Fidelity Investments VIP Contrafund Separate account N/A	Pooled Separate Accounts	—	—	$616K	5.1%
Mutual of America 2050 Retirement Fund Separate account N/A	Pooled Separate Accounts	—	—	$573K	4.7%
Mutual of America Mid-Cap Equity Index Separate account N/A	Pooled Separate Accounts	—	—	$455K	3.8%
American Funds IS New World Fund Separate account N/A 101 Calvert VP SRI Balanced Portfolio Separate account N/A	Pooled Separate Accounts	—	—	$437K	3.6%
Duetsche VSI Capital Growth VIP Separate account N/A	Pooled Separate Accounts	—	—	$381K	3.1%
Mutual of America 2055 Retirement Fund Separate account N/A	Pooled Separate Accounts	—	—	$262K	2.2%
Fidelity Investments VIP Asset Manager Separate account N/A	Pooled Separate Accounts	—	—	$254K	2.1%
Vanguard VIF International Separate account N/A	Pooled Separate Accounts	—	—	$251K	2.1%
Mutual of America All America Fund Separate account N/A	Pooled Separate Accounts	—	—	$234K	1.9%
Mutual of America 2025 Retirement Fund Separate account N/A	Pooled Separate Accounts	—	—	$203K	1.7%
Mutual of America Small Cap Growth Fund Separate account N/A	Pooled Separate Accounts	—	—	$180K	1.5%
Neuberger Berman AMT Sustainable Equity Separate account N/A 937 T. Rowe Price Blue Chip Growth Portfolio Separate account N/A	Pooled Separate Accounts	—	—	$167K	1.4%
Mutual of America 2060 Retirement Fund Separate account N/A	Pooled Separate Accounts	—	—	$158K	1.3%
Mutual of America Small Cap Value Fund Separate account N/A	Pooled Separate Accounts	—	—	$148K	1.2%
Mutual of America Moderate Allocation Separate account N/A	Pooled Separate Accounts	—	—	$112K	0.9%
Fidelity Investments VIP Equity-Income Separate account N/A	Pooled Separate Accounts	—	—	$109K	0.9%
Mutual of America Aggressive Allocation Separate account N/A	Pooled Separate Accounts	—	—	$106K	0.9%
Mutual of America Bond Fund Separate account N/A	Pooled Separate Accounts	—	—	$96K	0.8%
Mutual of America 2020 Retirement Fund Separate account N/A	Pooled Separate Accounts	—	—	$93K	0.8%
Vanguard VIF Total Bond Market Separate account N/A	Pooled Separate Accounts	—	—	$87K	0.7%
Fidelity Investments VIP Mid Cap Separate account N/A	Pooled Separate Accounts	—	—	$82K	0.7%
Mutual of America International Fund Separate account N/A	Pooled Separate Accounts	—	—	$65K	0.5%
Mutual of America Mid-Term Bond Fund Separate account N/A	Pooled Separate Accounts	—	—	$65K	0.5%
Goldman Sachs VIT US Equity Index Fund Separate account N/A 936 Invesco V.I. Main Street Fund Separate account N/A	Pooled Separate Accounts	—	—	$63K	0.5%
Vanguard VIF Diversified Value Separate account N/A	Pooled Separate Accounts	—	—	$59K	0.5%
Mutual of America Composit Fund Separate account N/A	Pooled Separate Accounts	—	—	$46K	0.4%
Mutual of America 2065 Retirement Fund Separate account N/A	Pooled Separate Accounts	—	—	$41K	0.3%
Vanguard VIF REIT Index Portfolio Separate account N/A	Pooled Separate Accounts	—	—	$27K	0.2%
Mutual of America Small Cap Equity Index Fund Separate account N/A	Pooled Separate Accounts	—	—	$25K	0.2%
Delaware VIP Small Cap Value Series Separate account N/A	Pooled Separate Accounts	—	—	$14K	0.1%
Goldman Sachs VIT Small Cap Eq Insights Separate account N/A	Pooled Separate Accounts	—	—	$13K	0.1%
MFS VIT III Mid Cap Value Portfolio Separate account N/A	Pooled Separate Accounts	—	—	$11K	<0.1%
Mutual of America Mid Cap Value Fund Separate account N/A	Pooled Separate Accounts	—	—	$10K	<0.1%
Mutual of America 2015 Retirement Fund Separate account N/A	Pooled Separate Accounts	—	—	$10K	<0.1%
Mutual of America Conservative Allocation Separate account N/A	Pooled Separate Accounts	—	—	$6K	<0.1%
Victory RS Small Cap Growth Equity VIP Separate account N/A	Pooled Separate Accounts	—	—	$5K	<0.1%
Mutual of America Money Market Fund Separate account N/A	Pooled Separate Accounts	—	—	$5K	<0.1%