Guidepoint Security, LLC's EIN is 45-3694402.
Download the official 2024 Form 5500 (PDF) for Guidepoint Security, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Guidepoint Security, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $108K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLKRK LP IDX 2045 K | Common Collective Trusts | — | — | $11.4M | 16.1% | |
| BLKRK LP IDX 2040 K | Common Collective Trusts | — | — | $10.4M | 14.7% | |
| BLKRK LP IDX 2050 K | Common Collective Trusts | — | — | $9.8M | 13.8% | |
| BLKRK LP IDX 2035 K | Common Collective Trusts | — | — | $7.4M | 10.4% | |
| FID 500 INDEX | Common Collective Trusts | — | — | $6.5M | 9.1% | |
| BLKRK LP IDX 2055 K | Common Collective Trusts | — | — | $6.2M | 8.7% | |
| BLKRK LP IDX 2030 K | Common Collective Trusts | — | — | $4.8M | 6.7% | |
| BLKRK LP IDX 2060 K | Common Collective Trusts | — | — | $3.1M | 4.4% | |
| JPM LG CAP GROWTH R6 | Other securities | — | — | $2.2M | 3.0% | |
| BLKRK LP IDX RTMT K | Common Collective Trusts | — | — | $1.7M | 2.4% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $803K | 1.1% | |
| BLKRK LP IDX 2065 K | Common Collective Trusts | — | — | $599K | 0.8% | |
| HTFD EQUITY INC R6 | Common Stocks | — | — | $517K | 0.7% | |
| J H ENTERPRISE N | Other securities | — | — | $474K | 0.7% | |
| FID GOVT MMKT K6 | Mutual Funds | — | — | $466K | 0.7% | |
| MFS INTL GROWTH R6 | Mutual Funds | — | — | $437K | 0.6% | |
| AF WASH MUTL INV R6 | Other securities | — | — | $412K | 0.6% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $404K | 0.6% | |
| BR MID-CAP VALUE K | Other securities | — | — | $308K | 0.4% | |
| IS MSCI TOT INTL K | Other securities | — | — | $299K | 0.4% | |
| AF NEW PERSPECT R6 | Other securities | — | — | $285K | 0.4% | |
| AM CENT SM CAP GR R6 | Other securities | — | — | $284K | 0.4% | |
| DFA US SM CAP VALUE | Mutual Funds | — | — | $278K | 0.4% | |
| IS R MID-CAP IDX K | Common Collective Trusts | — | — | $231K | 0.3% | |
| IS R2000 SM-CAP K | Other securities | — | — | $155K | 0.2% | |
| C&S REAL ESTATE Z | Other securities | — | — | $132K | 0.2% | |
| AF NEW WORLD R6 | Other securities | — | — | $122K | 0.2% | |
| AF BALANCED R6 | Other securities | — | — | $118K | 0.2% | |
| GENERAL ACCOUNT | Other securities | — | — | $117K | 0.2% | |
| IS US AGG BD IDX K | Common Collective Trusts | — | — | $106K | 0.1% | |
| AF BOND FD AMER R6 | Other securities | — | — | $96K | 0.1% | |
| BLKRK 20/80 TA K | Other securities | — | — | $30K | <0.1% | |
| AF CAP INC BLDR R6 | Common Stocks | — | — | $17K | <0.1% | |
| BLKRK INFL PRO BD K | Other securities | — | — | $16K | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $11K | <0.1% | |
| AMERICAN FUNDS WASH MUTL INV OPT R6 | Mutual Funds | — | — | $2K | <0.1% | |
| MASSMUTUAL BLUE CHIP GROWTH CSI | Other securities | — | — | $2K | <0.1% | |
| BLKRK 80/20 TA K | Other securities | — | — | $1K | <0.1% | |
| MASSMUTUAL INFL-PROT AND INC I | Common Stocks | — | — | $1K | <0.1% | |
| MASSMUTUAL CORE BOND I | Other securities | — | — | $1K | <0.1% | |
| PIONEER STRATEGIC INCOME K | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT ADVISOR | $108K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | 27-0293282 | — | CONTRACT ADMIN | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSURANCE DIMENSIONS | 26-3429295 | — | AUDITOR | $10K | — |
