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Original filing (PDF)20250717123855NAL0000292209001
GUIDEPOINT SECURITY, LLC
Form 5500
FILING_RECEIVED
GUIDEPOINT SECURITY, LLC 401(K) PLAN
401(k) retirement plan
Active participants
969
Accounts w/ balance
1,066
Plan assets (EOY)
$71.0M
Net assets (EOY)
$71.0M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — 117% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUIDEPOINT SECURITY, LLC.
Plan sponsor
Name
GUIDEPOINT SECURITY, LLC
EIN
45-3694402
Address
2201 COOPERATIVE WAY · SUITE 225 · HERNDON, VA · 20171
Phone
(877) 889-0132
Industry
Admin Support & Waste Mgmtsee 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
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $108K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT ADVISOR | $108K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | 27-0293282 | — | CONTRACT ADMIN | $21K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSURANCE DIMENSIONS | 26-3429295 | — | AUDITOR | $10K | — |
Investments
40 direct securities · 1 pooled fund· $70.2M(99% 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.
Uncategorized
$70.2M
40 holdings
Pooled Separate Account
$11K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLKRK LP IDX 2045 K | — | — | — | $11.4M | 16.1% | |
| BLKRK LP IDX 2040 K | — | — | — | $10.4M | 14.7% | |
| BLKRK LP IDX 2050 K | — | — | — | $9.8M | 13.8% | |
| BLKRK LP IDX 2035 K | — | — | — | $7.4M | 10.4% | |
| FID 500 INDEX | — | — | — | $6.5M | 9.1% | |
| BLKRK LP IDX 2055 K | — | — | — | $6.2M | 8.7% | |
| BLKRK LP IDX 2030 K | — | — | — | $4.8M | 6.7% | |
| BLKRK LP IDX 2060 K | — | — | — | $3.1M | 4.4% | |
| JPM LG CAP GROWTH R6 | — | — | — | $2.2M | 3.0% | |
| BLKRK LP IDX RTMT K | — | — | — | $1.7M | 2.4% | |
| Notes receivable from participants (4.25%-9.50%) | — | — | — | $803K | 1.1% | |
| BLKRK LP IDX 2065 K | — | — | — | $599K | 0.8% | |
| HTFD EQUITY INC R6 | — | — | — | $517K | 0.7% | |
| J H ENTERPRISE N | — | — | — | $474K | 0.7% | |
| FID GOVT MMKT K6 | — | — | — | $466K | 0.7% | |
| MFS INTL GROWTH R6 | — | — | — | $437K | 0.6% | |
| AF WASH MUTL INV R6 | — | — | — | $412K | 0.6% | |
| PIMCO INCOME INST | — | — | — | $404K | 0.6% | |
| BR MID-CAP VALUE K | — | — | — | $308K | 0.4% | |
| IS MSCI TOT INTL K | — | — | — | $299K | 0.4% | |
| AF NEW PERSPECT R6 | — | — | — | $285K | 0.4% | |
| AM CENT SM CAP GR R6 | — | — | — | $284K | 0.4% | |
| DFA US SM CAP VALUE | — | — | — | $278K | 0.4% | |
| IS R MID-CAP IDX K | — | — | — | $231K | 0.3% | |
| IS R2000 SM-CAP K | — | — | — | $155K | 0.2% | |
| C&S REAL ESTATE Z | — | — | — | $132K | 0.2% | |
| AF NEW WORLD R6 | — | — | — | $122K | 0.2% | |
| AF BALANCED R6 | — | — | — | $118K | 0.2% | |
| GENERAL ACCOUNT | — | — | — | $117K | 0.2% | |
| IS US AGG BD IDX K | — | — | — | $106K | 0.1% | |
| AF BOND FD AMER R6 | — | — | — | $96K | 0.1% | |
| BLKRK 20/80 TA K | — | — | — | $30K | <0.1% | |
| AF CAP INC BLDR R6 | — | — | — | $17K | <0.1% | |
| BLKRK INFL PRO BD K | — | — | — | $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 | — | — | — | $2K | <0.1% | |
| MASSMUTUAL BLUE CHIP GROWTH CSI | — | — | — | $2K | <0.1% | |
| BLKRK 80/20 TA K | — | — | — | $1K | <0.1% | |
| MASSMUTUAL INFL-PROT AND INC I | — | — | — | $1K | <0.1% | |
| MASSMUTUAL CORE BOND I | — | — | — | $1K | <0.1% | |
| PIONEER STRATEGIC INCOME K | — | — | — | $1K | <0.1% |