Original filing (PDF)20250514132107NAL0028103968001

GUIDANCE WEALTH ADVISORS

Name: GUIDANCE WEALTH ADVISORS — GUIDANCE WEALTH ADVISORS 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: GUIDANCE WEALTH ADVISORS

Form 5500-SF

FILING_RECEIVED

GUIDANCE WEALTH ADVISORS 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$68K

Net assets (EOY)

$68K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GUIDANCE WEALTH ADVISORS.

Plan sponsor

Name

GUIDANCE WEALTH ADVISORS

EIN

83-0584138all filings

Address

1225 STATE ROUTE 31 BLDG C · SUITE 324 · LEBANON, NJ · 08833

Phone

(610) 750-9444

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

2025-05-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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