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Original filing (PDF)20250730104357NAL0004529393001
GUIDELINE, INC.
Form 5500
FILING_RECEIVED
GUIDELINE 401(K) PLAN
401(k) retirement plan
Signals · 1
42% in single holding
Active participants
398
Accounts w/ balance
476
Plan assets (EOY)
$35.2M
Net assets (EOY)
$35.2M
How this plan invests
This plan
41 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
100
Concentration risk
79
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 42% of plan.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUIDELINE, INC..
Plan sponsor
Name
GUIDELINE, INC.
EIN
47-4474775
Address
1412 CHAPIN AVE · BURLINGAME, CA · 94010
Phone
(888) 228-3491
Industry
Finance & Insurancesee 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $24K | — |
Investments
40 direct securities· $35.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $14.9M | 42.3% | |
| Vanguard Funds Developed Markets Index Adm Mutual Fund | — | — | — | $6.0M | 16.9% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $3.4M | 9.7% | |
| Vanguard Emerging Markets Stk Adm CL Mutual Fund | — | — | — | $3.0M | 8.5% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $1.8M | 5.1% | |
| Vanguard Specialized Division Real Estate Index Fund Admiral Mutual Fund | — | — | — | $1.4M | 3.9% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $1.2M | 3.3% | |
| Vanguard Group Growth Index Adm Mutual Fund | — | — | — | $1.1M | 3.0% | |
| Vanguard Information Technology Index Adm Mutual Fund | — | — | — | $664K | 1.9% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $471K | 1.3% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund | — | — | — | $179K | 0.5% | |
| Vanguard Group Total Instl Stock Index Adm Mutual Fund | — | — | — | $162K | 0.5% | |
| Vanguard Group Reserve Fed MM Fund Mutual Fund | — | — | — | $134K | 0.4% | |
| Vanguard Group Value Index Adm Mutual Fund | — | — | — | $96K | 0.3% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $91K | 0.3% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $83K | 0.2% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $68K | 0.2% | |
| Vanguard Group Mid-Cap Value Index Fd Admiral Mutual Fund | — | — | — | $61K | 0.2% | |
| Vanguard Dividend Appreciation Index Fund Admiral Mutual Fund | — | — | — | $55K | 0.2% | |
| Vanguard Group Large Cap Index Fund Admiral Mutual Fund | — | — | — | $52K | 0.1% | |
| Vanguard Group FTSE Social Index Admiral Mutual Fund | — | — | — | $50K | 0.1% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $40K | 0.1% | |
| Vanguard Group Small Cap Growth Index Admiral Mutual Fund | — | — | — | $37K | 0.1% | |
| Vanguard Group Mid Cap Growth Index Admiral Mutual Fund | — | — | — | $36K | 0.1% | |
| Vanguard Utilities Index Admiral Mutual Fund | — | — | — | $34K | <0.1% | |
| Vanguard International Equity Index Mutual Fund | — | — | — | $31K | <0.1% | |
| Vanguard Group Long Term Bond Index Admiral Mutual Fund | — | — | — | $30K | <0.1% | |
| Vanguard Group Short Term Bond Index Admiral Mutual Fund | — | — | — | $27K | <0.1% | |
| Vanguard Financials Index Adm Mutual Fund | — | — | — | $24K | <0.1% | |
| Vanguard Telecom Services Index Admiral Mutual Fund | — | — | — | $19K | <0.1% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Pacific Stock Index Fund Admiral Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Group Intermediate-Term Bond Index Admiral Mutual Fund | — | — | — | $4K | <0.1% | |
| Vanguard Industrials Index Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Group High Dividend Yield Index Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Group International Dividend Appreciation Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Materials Index Admiral Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Energy Index Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard FTSE All World Exus SM Admiral Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard European Stock Index Admiral Mutual Fund | — | — | — | $1K | <0.1% |