Original filing (PDF)20231004152754NAL0040940770001

GUARANTEED RATE AFFINITY, LLC

Name: GUARANTEED RATE AFFINITY, LLC — GUARANTEED RATE AFFINITY, LLC 401(K) PLAN, Form 5500 (2022)
Creator: GUARANTEED RATE AFFINITY, LLC

Form 5500

FILING_RECEIVED

GUARANTEED RATE AFFINITY, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

15 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUARANTEED RATE AFFINITY, LLC.

Plan sponsor

Name

GUARANTEED RATE AFFINITY, LLC

EIN

81-5294275

Address

1800 W LARCHMONT AVENUE · CHICAGO, IL · 60613

Phone

(773) 516-6312

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-04

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)

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
T ROWE PRICE RPS INC	—	BALTIMORE, MD	NONE	$82K	—

Investments

15 pooled funds· $0

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.

Investment	Type	Current value	% of plan
T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001	Common Collective Trust	$0	—
T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001	Common Collective Trust	$0	—

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