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| Provider | Service type | Compensation |
|---|---|---|
GUIDELINE, INC.1 year Filed as: GUIDELINE INVESTMENTS, LLC Service code 26 · EIN 32-0781448 | Advisory (Participants) | $8,079 |
5 funds of $250K or more; 15 lines in all, holding $7.1M of the plan's $7.1M. From the 2025 filing. Recordkeeper: Guideline.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Group Total Stock Index Adm Vanguard · Mutual fund Index | $3.5M | 48.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 19.1% |
| Vanguard Group Bond Index Vanguard · Mutual fund Index | $708K | 10.0% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund | $597K | 8.5% |
| Vanguard Specialized Dividend REIT Index Fund Vanguard · Mutual fund Index | $287K | 4.1% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $227K | 3.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $199K | 2.8% |
| Vanguard Group Value Index Admiral Vanguard · Mutual fund Index | $77K | 1.1% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $46K | 0.7% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Vanguard · Mutual fund Index | $40K | 0.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.