SARA Jones signed Guided by Good's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Guided by Good's EIN is 85-1256533.
Download the official 2024 Form 5500 (PDF) for Guided by Good from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Guided by Good's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AAAA BENEFITS, INC. | — | CHARLOTTE, NC | N/A | $53K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AAAA RETIREMENT FUND 103-12 INVESTMENT ENTITY | Other securities | — | $38.8M | $42.3M | 98.3% | |
| AAAA RET. FUND FOR MEMBER AGENCIES AAAA RET. FUND FOR MEMBER AGENCIES · EIN 13-6616922 / PN 001 | 103-12 Investment Entity | — | — | $42.3M | 98.3% | |
| PARTICIPANT LOANS 5.25% to 10.00% | Bonds / Notes | — | — | $15K | <0.1% |
