Filings through .
Guideline, Inc.
Matched across 11 name variants in the filings
Guideline, Inc. summary
Guideline, Inc. appears on 127 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.3B in assets for 41,091 participants. The median client plan holds $8.1M. Most client plans are sponsored in CA, NY and TX. The largest clients by plan assets are Rippling, Flock Group Inc and Spring Care, Inc.. Plans reported $1.4M in direct and indirect compensation paid to Guideline, Inc.. The median is $9K per plan.
- Participants
- 41,091
- Median plan assets
- $8.1M
- Median plan participants
- 204
- Median fees per plan
- $9K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Rippling | CA | $124M | 4,166 |
| Flock Group Inc | GA | $41.8M | 1,676 |
| Spring Care, Inc. | NY | $30.1M | 1,337 |
| Astranis Space Technologies Corp. | CA | $28.4M | 645 |
| Alltrails, LLC | CA | $27.5M | 272 |
| Altruist Corp | CA | $26.8M | 470 |
| Facet Wealth, Inc. | MD | $24.5M | 278 |
| Stellar Development Foundation | CA | $21.0M | 203 |
| Liquidia Technologies, Inc. | NC | $20.9M | 249 |
| Exeltis USA Inc | NJ | $20.7M | 275 |
| Chainalysis | NY | $19.8M | 491 |
| Smartcontract Inc. | NY | $19.1M | 435 |
| Ziphq, Inc. | CA | $18.9M | 536 |
| Beam Technologies Inc. | OH | $18.9M | 426 |
| Abridge Ai Inc | PA | $18.1M | 463 |
| Narvar Inc | CA | $16.4M | 269 |
| Ursa Major Technologies, Inc | CO | $16.4M | 446 |
| Therapymatch Inc (Dba Headway) | NY | $15.8M | 820 |
| Smith Health, Inc. | CA | $15.8M | 945 |
| Blue SKY Innovators, Inc. | VA | $15.7M | 169 |
| Afresh Technologies Inc | CA | $15.3M | 163 |
| Rigetti & Co, LLC | CA | $15.2M | 204 |
| Vannevar Labs Inc | CA | $14.6M | 309 |
| Gerber Ciano Kelly Brady LLP | NY | $14.5M | 173 |
| Turquoise Health Co. | CA | $14.4M | 181 |
- Rippling$124MCAParticipants 4,166
- Flock Group Inc$41.8MGAParticipants 1,676
- Spring Care, Inc.$30.1MNYParticipants 1,337
- CAParticipants 645
- Alltrails, LLC$27.5MCAParticipants 272
- Altruist Corp$26.8MCAParticipants 470
- Facet Wealth, Inc.$24.5MMDParticipants 278
- CAParticipants 203
- NCParticipants 249
- Exeltis USA Inc$20.7MNJParticipants 275
- Chainalysis$19.8MNYParticipants 491
- Smartcontract Inc.$19.1MNYParticipants 435
- Ziphq, Inc.$18.9MCAParticipants 536
- Beam Technologies Inc.$18.9MOHParticipants 426
- Abridge Ai Inc$18.1MPAParticipants 463
- Narvar Inc$16.4MCAParticipants 269
- COParticipants 446
- NYParticipants 820
- Smith Health, Inc.$15.8MCAParticipants 945
- VAParticipants 169
- Afresh Technologies Inc$15.3MCAParticipants 163
- Rigetti & Co, LLC$15.2MCAParticipants 204
- Vannevar Labs Inc$14.6MCAParticipants 309
- NYParticipants 173
- Turquoise Health Co.$14.4MCAParticipants 181
Top client states
- CA57 plans
- NY15 plans
- TX6 plans
- FL5 plans
- NJ5 plans
Frequently asked questions
- Who uses Guideline, Inc.?
- 127 retirement plans list Guideline, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Rippling, Flock Group Inc, Spring Care, Inc., Astranis Space Technologies Corp. and Alltrails, LLC. Most client plans are sponsored in CA, NY and TX.
- How many plans does Guideline, Inc. serve?
- Guideline, Inc. serves 127 retirement plans with $1.3B in plan assets and 41,091 participants, based on the latest Form 5500 filings through 2024.
- What does Guideline, Inc. charge?
- Plans reported $1.4M in total Schedule C compensation paid to Guideline, Inc.. The median plan paid $9K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Guideline as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 174 |
| Fidelity (FMR) | 4 |
| BlackRock | 1 |
| State Street (SSgA) | 1 |
| JPMorgan | 1 |
Target-date series
| Series | Plans |
|---|---|
| Fidelity Freedom | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.