Guidepoint Security, LLC 401(K) Plan — Form 5500 plan (Guidepoint Security, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Guidepoint Security, LLC 401(K) Plan is a benefit plan reported by Guidepoint Security, LLC under EIN 45-3694402 and plan number 001. The latest loaded filing year is 2023. The filing reports 734 participants and $47,662,623 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Guidepoint Security, LLC
EIN
45-3694402
Plan number
001
Plan type
2
Location
Herndon, VA
Latest filing year
2023
Participants
734
End-of-year plan assets
$47,662,623

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023734H, C20241001115726NAL0003236659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,662,623
Total liabilities (EOY)
$0
Net assets (EOY)
$47,662,623
Net assets (BOY)
$29,088,049

Income & contributions

Employer contributions
$2,230,737
Participant contributions
$8,551,660
Total contributions
$13,680,699
Total income / additions
$19,964,797

Expenses & distributions

Benefits paid
$1,150,466
Administrative expenses
$231,003
Total expenses
$1,390,223
Net increase / (decrease)
$18,574,574

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services, Inc.INVESTMENT ADVISOR$97,993not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$42,298$02023
Retirement Solutions SpecialistsCONTRACT ADMIN$14,385$7,3452023
Empower Advisory Group, LLCINVESTMENT MGMT$2,114not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$489$02023

Related Form 5500 pages