Original filing (PDF)20251010122149NAL0008144097001

GUIDED CAPITAL WEALTH MANAGEMENT, LLC

Name: GUIDED CAPITAL WEALTH MANAGEMENT, LLC — GUIDED CAPITAL WEALTH MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024)
Creator: GUIDED CAPITAL WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

GUIDED CAPITAL WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$51K

Net assets (EOY)

$51K

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 GUIDED CAPITAL WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

GUIDED CAPITAL WEALTH MANAGEMENT, LLC

EIN

83-2443486all filings

Address

24 GREENWAY PLAZA · SUITE 1203 · HOUSTON, TX · 77046

Phone

(832) 975-0711

Industry

Finance & Insurancesee all

Plan administrator