How big is Guided Transitions CA's plan?

Guided Transitions CA's plan reported $49K in assets and 3 participants for 2024.

Original filing (PDF)20250719133259NAL0004464016001

Guided Transitions CA

Name: Guided Transitions CA — Form 5500 (2024)
Creator: Guided Transitions CA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Guided Transitions CA held $49K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

People on this filing

Shirley Horner signed Guided Transitions CA's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Guided Transitions CA's EIN is 81-4649909.

EIN 81-4649909

Plan number 001

Plan year 2024

ACK ID 20250719133259NAL0004464016001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Guided Transitions CA's plan includes profit-sharing, ERISA 404(c) participant direction, 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 GUIDED TRANSITIONS CA.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score