Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Filed as: GUIDELINE INVESTMENTS, LLC Service code 26 · EIN 32-0781448 | Advisory (Participants) | $8,753 |
5 funds of $250K or more; 28 lines in all, holding $6.1M of the plan's $6.3M. From the 2024 filing. Recordkeeper: Guideline.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 45.0% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 18.7% |
| Vanguard Group Bond Index Admiral Class Vanguard · Mutual fund Index | $632K | 10.3% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $598K | 9.7% |
| Vanguard Specialized Dividend REIT Index Fund Admiral Shares Vanguard · Mutual fund Index | $258K | 4.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $249K | 4.1% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $215K | 3.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $66K | 1.1% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $62K | 1.0% |
| Vanguard Group Value Index Admiral Vanguard · Mutual fund Index | $26K | 0.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.