PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GUIDWELL EDUCATION LLC
Sponsor portfolio

GUIDWELL EDUCATION LLC

EIN 87-3558636-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$42K premiums
Participants
312
100 HOWE AVENUE, SUITE 263N - SACRAMENTO, CA 95825866-878-1491
Plans on this EIN
2 filings
#002401k-$8.6M - 192 part#505Fully Insured-$42K - 106 lives

Benefits portfolio analytics

1 plan / $42K premiums / 106 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$20K
  • Long-term disability$16K
  • Life$6K
Total $42K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • STANDARD INSURANCE COMPANY100%
Total $42K1 slice

Broker market share

Schedule A broker compensation

Split broker
69%top
  • EVCO INSURANCE SERVICES INC69%
  • CENTERSTONE INSURANCE AND FINANCIAL31%
Total $7K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GUIDEWELL EDUCATION LLC 401(K) PLAN

401k

Assets$8.6M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

STRAVOS EDUCATION BENEFIT PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$42K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002GUIDEWELL EDUCATION LLC 401(K) PLAN401k$8.6M1922025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505STRAVOS EDUCATION BENEFIT PLANFully InsuredSTANDARD INSURANCE COMPANY$42K1062024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica