How big is Guidant Planning, Inc.'s plan?

Guidant Planning, Inc.'s plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20250501125301NAL0004609264001

Guidant Planning, Inc.

Name: Guidant Planning, Inc. — Guidant Planning, Inc., Form 5500 (2024)
Creator: Guidant Planning, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Guidant Planning, Inc. Retirement Plan

401(k) retirement plan · Guidant Planning, Inc.'s Guidant Planning, Inc. Retirement Plan held $1.3M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Guidant Planning, Inc.'s EIN is 95-4676959.

EIN 95-4676959

Plan number 001

Plan year 2024

ACK ID 20250501125301NAL0004609264001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Guidant Planning, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Guidant Planning, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

GUIDANT PLANNING, INC.

EIN

all filings

Address

1499 HUNTINGTON DR., STE 303 · SOUTH PASADENA, CA · 91030

Phone

(626) 396-1650

Industry

Finance & Insurance

Plan administrator