Guideposts Retirement Savings Plan
Sponsored by Guideposts A Church Corporation · EIN 237442277 · Plan #002
- Total assets
- $38.4M
- Net assets
- $38.4M
- Active participants
- 87
- With balances
- 166
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Tsa Portfolio Management, Inc. Fka Tsa Management Inc. CRD 106440 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tsa Management Inc | Investment advisory (plan), Direct payment from the plan | $57,330 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $31,232 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |