Justin Ramirez signed Guideness, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Guideness, LLC's EIN is 86-3575437.
Download the official 2024 Form 5500 (PDF) for Guideness, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Guideness, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| 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 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Mutual Fund | Mutual Funds | — | — | $1.6M | 36.1% | |
| Vanguard Target Retirement 2060 Mutual Fund | Mutual Funds | — | — | $834K | 18.4% | |
| Vanguard Target Retirement 2050 Mutual Fund | Mutual Funds | — | — | $698K | 15.4% | |
| Schwab S&P 500 Index Mutual Fund | Common Collective Trusts | — | — | $333K | 7.3% | |
| Vanguard Target Retirement 2045 Mutual Fund | Mutual Funds | — | — | $326K | 7.2% | |
| Fidelity Total Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $158K | 3.5% | |
| Vanguard FTSE Social Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $151K | 3.3% | |
| Vanguard Instl Trgt Retire 2065 Instl Mutual Fund | Mutual Funds | — | — | $151K | 3.3% | |
| Fidelity Mid Cap Index Instl Prem Mutual Fund | Mutual Funds | — | — | $53K | 1.2% | |
| Vanguard Instl Trgt Retire 2035 Instl Mutual Fund | Mutual Funds | — | — | $53K | 1.2% | |
| Vanguard Total Intl Stock Index Adm Mutual Fund | Mutual Funds | — | — | $50K | 1.1% | |
| Vanguard Instl Trgt Retire 2040 Instl Mutual Fund | Mutual Funds | — | — | $37K | 0.8% | |
| Vanguard Inflation-Protected Secs Adm Mutual Fund | Mutual Funds | — | — | $19K | 0.4% | |
| Vanguard Short-term Bond Index Adm Mutual Fund ** 108 Vanguard Total Bond Market Index Adm Mutual Fund | Mutual Funds | — | — | $13K | 0.3% | |
| Fidelity Small Cap Index Instl Prem Mutual Fund | Mutual Funds | — | — | $11K | 0.2% | |
| Vanguard Treasury Money Market Fund Mutual Fund | Mutual Funds | — | — | $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% | Common Collective Trusts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
