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  2. Guild Associates, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Guild Associates, Inc.

EIN 31-0998683-information technology and services-Latest filing 2025
Plans
3
Retirement
2
$53.1M assets
Health & Benefits
1
$1.2M premiums
Participants
337
5750 SHIER-RINGS RD. ANDREW CROCE - DUBLIN, OH 43016614-203-5682LinkedIn201-500 employeesinformation technology and services
Plans on this EIN
3 filings
#001401(k)-$30.6M - 127 part#002ESOP-$22.5M - 101 part#501Fully insured-$1.2M - 241 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $53.1M assets / 228 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$30.6M
  • INC. STOCK OWNERSHIP (#002)$22.5M
Total $53.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)127
  • INC. STOCK OWNERSHIP (#002)101
Total 228Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

GUILD ASSOCIATES, INC. PROFIT SHARING PLAN

401(k)

Assets$30.6M
Participants127
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

GUILD ASSOCIATES, INC. STOCK OWNERSHIP PLAN

ESOP

Assets$22.5M
Participants101
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

GUILD ASSOCIATES, INC. HEALTH AND WELFARE PLAN

Fully insured - COMMUNITY INSURANCE COMPANY

Premiums$1.2M
Covered lives241
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001GUILD ASSOCIATES, INC. PROFIT SHARING PLAN401(k)$30.6M1272025
#002GUILD ASSOCIATES, INC. STOCK OWNERSHIP PLANESOP$22.5M1012025
  • GUILD ASSOCIATES, INC. PROFIT SHARING PLAN$30.6M
    #001 · 401(k) · 2025127
  • GUILD ASSOCIATES, INC. STOCK OWNERSHIP PLAN$22.5M
    #002 · ESOP · 2025101

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501GUILD ASSOCIATES, INC. HEALTH AND WELFARE PLANFully insuredCOMMUNITY INSURANCE COMPANY$1.2M2412025
  • GUILD ASSOCIATES, INC. HEALTH AND WELFARE PLAN$1.2M
    #501 · Fully insured · COMMUNITY INSURANCE COMPANY · 2025241
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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