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Sponsor portfolio

GUILD ASSOCIATES, INC.

EIN 31-0998683-information technology and services-Latest filing 2025
Plans
3
Retirement
2
$50.7M assets
Welfare
1
$1.2M premiums
Participants
329
5750 SHIER-RINGS RD. ANDREW CROCE - DUBLIN, OH 43016614-203-5682LinkedIn201-500 employeesinformation technology and services
Plans on this EIN
3 filings
#001401k-$30.6M - 127 part#002ESOP-$20.1M - 93 part#501Fully Insured-$1.2M - 241 lives

Retirement portfolio analytics

2 plans aggregated / $50.7M assets / 220 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • PROFIT SHARING PLAN (#001)60%
  • INC. STOCK OWNERSHIP (#002)40%
Total $50.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)127
  • INC. STOCK OWNERSHIP (#002)93
Total 220Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 241 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$83K
  • Vision$83K
  • Life$33K
  • Long-term disability$33K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • COMMUNITY INSURANCE COMPANY91%
  • DELTA DENTAL OF CALIFORNIA7%
  • STANDARD INSURANCE COMPANY3%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • HYLANT GROUP INC81%
  • THE JAMES B OSWALD COMPANY14%
  • ERC SERVICES INC5%
Total $40K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GUILD ASSOCIATES, INC. PROFIT SHARING PLAN

401k

Assets$30.6M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GUILD ASSOCIATES, INC. STOCK OWNERSHIP PLAN

ESOP

Assets$20.1M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GUILD ASSOCIATES, INC. HEALTH AND WELFARE PLAN

Fully Insured - COMMUNITY INSURANCE COMPANY

Premiums$1.2M
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GUILD ASSOCIATES, INC. PROFIT SHARING PLAN401k$30.6M1272025
002GUILD ASSOCIATES, INC. STOCK OWNERSHIP PLANESOP$20.1M932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GUILD ASSOCIATES, INC. HEALTH AND WELFARE PLANFully InsuredCOMMUNITY INSURANCE COMPANY$1.2M2412025
Retirement plans
Welfare plans
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