Guideone Insurance Company Pension Plan
Sponsored by Guideone Insurance Company · EIN 420645088 · Plan #001
- Total assets
- $92.6M
- Net assets
- $92.6M
- Active participants
- 117
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $265,677 |
| Pimco | Investment advisory (plan), Direct payment from the plan | $154,069 |
| Morgan Stanley Global | Investment advisory (plan), Direct payment from the plan | $79,787 |
| Principal Costodial Solutions | Contract administrator, Direct payment from the plan | $26,650 |
| Uhy Llp | Accounting, Direct payment from the plan | $9,300 |