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Original filing (PDF)20251014151939NAL0001573667001
GUIDELINE DATA SOLUTIONS, INC.
Form 5500
FILING_RECEIVED
GUIDELINE DATA SOLUTIONS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
99
Accounts w/ balance
102
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vangrd Trgt Retire 2035 Fd Pooled Separate Account" is 25% of plan.
Helping the score
- Below-peer total fees (24 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUIDELINE DATA SOLUTIONS, INC..
Plan sponsor
Name
GUIDELINE DATA SOLUTIONS, INC.
EIN
99-0360908
Address
99 WALL STREET, 1070 · NEW YORK, NY · 10005
Phone
(917) 992-9461
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $14K | — |
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | SERVICE PROVIDER | $0 | — |
Investments
29 direct securities · 1 pooled fund· $11.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$5.9M
28 holdings
Pooled Separate Account
$5.8M
1 holding
Pooled Separate Accounts
$3K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $5.8M | 98.8% | |
| Vangrd Trgt Retire 2035 Fd Pooled Separate Account | — | — | — | $1.5M | 25.7% | |
| Vangrd Trgt Retire 2055 Fd Pooled Separate Account | — | — | — | $1.2M | 20.2% | |
| Vangrd Trgt Retire 2050 Fd Pooled Separate Account | — | — | — | $980K | 16.6% | |
| Vangrd Trgt Retire 2030 Fd Pooled Separate Account | — | — | — | $628K | 10.6% | |
| Vangrd Trgt Retire 2045 Fd Pooled Separate Account | — | — | — | $479K | 8.1% | |
| Vangrd Trgt Retire 2060 Fd Pooled Separate Account | — | — | — | $414K | 7.0% | |
| Vangrd Trgt Retire 2040 Fd Pooled Separate Account | — | — | — | $180K | 3.1% | |
| DWS RREEF Rl Est Sec Fd R6 Registered Investment Company $350 Fidelity 500 Index Fund Registered Investment Company | — | — | — | $83K | 1.4% | |
| JPMorgan LgCp Grw Fnd R6 Pooled Separate Account | — | — | — | $73K | 1.2% | |
| Vangrd Trgt Retire 2065 Fd Pooled Separate Account | — | — | — | $53K | 0.9% | |
| Vangrd Info Tech Indx Fd Adm Pooled Separate Account | — | — | — | $49K | 0.8% | |
| TRowePrc Mid-Cap Growth Fund I Pooled Separate Account | — | — | — | $44K | 0.7% | |
| Vangrd Growth Index Fund Adm Pooled Separate Account | — | — | — | $42K | 0.7% | |
| Participant Loans Interest rates at (9.00% ~ 9.50%) $0 | — | — | — | $38K | 0.6% | |
| Fixed Account * Voya Fixed Account (4634) Fully Benefit-Responsive Investment Contract | — | — | — | $31K | 0.5% | |
| Vangrd Tot St Mkt Indx Fd Adm Pooled Separate Account | — | — | — | $23K | 0.4% | |
| JPMorgan US Equity Fund R6 Pooled Separate Account | — | — | — | $19K | 0.3% | |
| Vangrd Tot Int Stk In F Adm Pooled Separate Account | — | — | — | $15K | 0.3% | |
| Vangrd Trgt Retire 2070 Fd Pooled Separate Account | — | — | — | $13K | 0.2% | |
| Vangrd Mid-Cap Vl Indx Fnd Adm Pooled Separate Account | — | — | — | $12K | 0.2% | |
| DFA Emrg Mkts Soc Cr Eq Pt Ins Pooled Separate Account | — | — | — | $4K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Pooled Separate Account | — | — | — | $4K | <0.1% | |
| Vangrd Balanced Index Fnd Adm Pooled Separate Account | — | — | — | $3K | <0.1% | |
| AB Small Cap Grw Port Z Pooled Separate Account | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| FullThlr Bhvrl Sm Cp Eq Fd R6 Pooled Separate Account | — | — | — | $3K | <0.1% | |
| MFS Mid Cap Value Fund R6 Pooled Separate Account | — | — | — | $1K | <0.1% | |
| BlkRck High Yield Port K Pooled Separate Account | — | — | — | $1K | <0.1% | |
| Amer Fnds EUPAC Fund R6 Pooled Separate Account | — | — | — | $1K | <0.1% | |
| American Funds EuroPacific R6 Registered Investment Company | — | — | — | $1K | <0.1% |
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