Original filing (PDF)20250424220438NAL0007933025058

GUILD CAPITAL MANAGEMENT LLC

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

Form 5500-SF

FILING_RECEIVED

GUILD CAPITAL MANAGEMENT LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

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 GUILD CAPITAL MANAGEMENT LLC.

Plan sponsor

Name

GUILD CAPITAL MANAGEMENT LLC

EIN

84-3982529all filings

Address

3315 COLLINS AVENUE · UNIT 12B · MIAMI BEACH, FL · 33140

Phone

(310) 923-0225

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MISSION FINANCIAL GROUP LLC

MISSION FINANCIAL GROUP 401(K) PLAN

$34K · 9 participants

C.E. INSURANCES, LLC DBA C.E. WEALTH GROUP, LLC

C.E. WEALTH, LLC 401(K) PROFIT SHARING PLAN

$33K · 2 participants

CORETACTIC STRATEGIES

RISEMINT CAPITAL ADVISORS 401(K) PLAN

$33K · 5 participants

INFLECTION BUSINESS CONSULTING INC. DBA INFLECTION ADVISORS

INFLECTION ADVISORS 401(K) PLAN

$34K · 3 participants

THE TRUST COMPANY OF TOLEDO, N.A.

TRUST COMPANY OF TOLEDO WELFARE PLAN A

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.