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Original filing (PDF)20250904105758NAL0016047313001
GUIDENESS, LLC
Form 5500
FILING_RECEIVED
FORUS 401(K)
401(k) retirement plan
Signals · 1
36% in single holding
Active participants
0
Accounts w/ balance
241
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
82
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Vanguard Target Retirement 2055 Mutual Fund" is 36% of plan.
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUIDENESS, LLC.
Plan sponsor
Name
GUIDENESS, LLC
EIN
86-3575437
Address
6555 BARTON AVE · LOS ANGELES, CA · 90038
Phone
(323) 445-9111
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
FORUSALL, INC.
EIN
46-1803145
City
SAN CARLOS, CA
Phone
(844) 401-2253
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUSALL, INC. | 46-1803145 | SAN CARLOS, CA | ADMINISTRATOR | $16K | — |
| AT RETIREMENT SERVICES, LLC | 83-3455979 | DUBUQUE, IA | N/A | $9K | — |
Investments
17 direct securities· $4.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $1.6M | 36.1% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $834K | 18.4% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $698K | 15.4% | |
| Schwab S&P 500 Index Mutual Fund | — | — | — | $333K | 7.3% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $326K | 7.2% | |
| Fidelity Total Market Index Fund Mutual Fund | — | — | — | $158K | 3.5% | |
| Vanguard FTSE Social Index Fund Admiral Mutual Fund | — | — | — | $151K | 3.3% | |
| Vanguard Instl Trgt Retire 2065 Instl Mutual Fund | — | — | — | $151K | 3.3% | |
| Fidelity Mid Cap Index Instl Prem Mutual Fund | — | — | — | $53K | 1.2% | |
| Vanguard Instl Trgt Retire 2035 Instl Mutual Fund | — | — | — | $53K | 1.2% | |
| Vanguard Total Intl Stock Index Adm Mutual Fund | — | — | — | $50K | 1.1% | |
| Vanguard Instl Trgt Retire 2040 Instl Mutual Fund | — | — | — | $37K | 0.8% | |
| Vanguard Inflation-Protected Secs Adm Mutual Fund | — | — | — | $19K | 0.4% | |
| Vanguard Short-term Bond Index Adm Mutual Fund ** 108 Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $13K | 0.3% | |
| Fidelity Small Cap Index Instl Prem Mutual Fund | — | — | — | $11K | 0.2% | |
| Vanguard Treasury Money Market Fund Mutual Fund | — | — | — | $8K | 0.2% | |
| Calvert US Mid Cap Core Responsible Index Mutual Fund ** 85 Fidelity International Sustainability Index Fund Mutual Fund ** 127 * Participant Loans to participants, bearing interest from 7.25% to 8.75% | — | — | — | $3K | <0.1% |