Devon Forrest signed The Guidance Center, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Guidance Center, Inc.'s EIN is 86-0223720.
Download the official 2024 Form 5500 (PDF) for The Guidance Center, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Guidance Center, Inc.'s plan includes a 401(k) feature, profit-sharing, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & COMPANY | 43-0345811 | — | INVESTMENT ADVISORY | $21K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $1.7M | 18.8% | |
| TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $1.5M | 16.5% | |
| TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $1.3M | 14.0% | |
| TRANSAMERICARETONTRK 2010 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 687 | Pooled Separate Account | — | — | $907K | 10.1% | |
| TRANSAMERICARETONTRK 2050 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $747K | 8.3% | |
| TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $621K | 6.9% | |
| TRANSAMERICARETONTRK 2020 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $429K | 4.8% | |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $421K | 4.7% | |
| TRANSAMERICARETONTRK 2015 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 688 | Pooled Separate Account | — | — | $299K | 3.3% | |
| TRANSAMERICARETONTRK 2025 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $212K | 2.4% | |
| TRANSAMERICA PARTNERS STCK INDEX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $175K | 1.9% | |
| TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $173K | 1.9% | |
| Notes receivable from plan Maturity dates through October 2029 and interest rates participants ranging from 3% to 10.50% -0- | Bonds / Notes | — | — | $102K | 1.1% | |
| STATE STREET RUSSELL SM CAP VAL TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 046 | Pooled Separate Account | — | — | $97K | 1.1% | |
| TRANSAMERICA RETIREONTRK 2065 AMER TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 444 | Pooled Separate Account | — | — | $53K | 0.6% | |
| TRANSAMERICA INTERNATNL EQT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $52K | 0.6% | |
| AMERICAN FUNDS BLNCD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $48K | 0.5% | |
| JPMORGAN LRG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 877 | Pooled Separate Account | — | — | $48K | 0.5% | |
| TRANSAMERICA CORE BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 189 | Pooled Separate Account | — | — | $42K | 0.5% | |
| Guaranteed Interest Account * Transamerica Stable Value Core Option | Stable Value | — | — | $25K | 0.3% | |
| STATE STREET S&P MID CAP INDEX TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $22K | 0.2% | |
| BLACKROCK MID-CAP GROWTH EQUITY TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 099 | Pooled Separate Account | — | — | $21K | 0.2% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $16K | 0.2% | |
| HARTFORD DIV AND GR RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 109 | Pooled Separate Account | — | — | $15K | 0.2% | |
| JPMORGAN U.S. SM COMP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 884 | Pooled Separate Account | — | — | $14K | 0.2% | |
| AMERICAN CENTURY REAL ESTATE RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 753 | Pooled Separate Account | — | — | $11K | 0.1% | |
| TRANSAMERICA BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 787 | Pooled Separate Account | — | — | $9K | 0.1% | |
| Interest-Bearing Cash Equivalent * Transamerica Diversified Cash Reserve | Cash / Money Market | — | — | $6K | <0.1% | |
| TRANSAMERICA HI YLD BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 790 | Pooled Separate Account | — | — | $3K | <0.1% | |
| BRANDYWINEGLOBAL - GLO OPP BOND TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 040 | Pooled Separate Account | — | — | $1K | <0.1% | |
| AMERICAN CENTURY MID CAP VALUE RET TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 195 | Pooled Separate Account | — | — | $421 | <0.1% | |
| CLEARBRIDGE SM CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 879 | Pooled Separate Account | — | — | $259 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | 20-1181458 | — | TPA | $12K | — |
