Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Guideline, Inc.
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Guideline, Inc. is named as a service provider on the Schedule C of 206 retirement plans with 100 or more participants for plan year 2024, covering 69,884 participant records. Most often it is reported for recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $2.0M. Per plan, the median was $34.81 per participant, with the middle half of plans between $25.94 and $46.70. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (96), New York (20) and Florida (11).
In 2021 it appeared on 31 such filings; in 2024, 210. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $25.94 | $34.81 | $46.70 |
| Compensation as a share of plan net assets | 0.08% | 0.09% | 0.13% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Anduril Industries 401(k) Plan | Anduril Industries Inc. | CA | 4,078 | $124M | $14K |
| Remote Technology 401(k) Plan | Remote Technology Services Inc. | CA | 3,098 | $50.0M | $51K |
| Rippling 401(k) Plan | Rippling | CA | 2,890 | $76.6M | $58K |
| Ems Operations 401(k) Plan | Ems Operations LLC | CO | 1,670 | $3.6M | $8,362 |
| Spring Care, Inc. 401(k) Plan | Spring Care, Inc. | NY | 1,337 | $30.1M | $24K |
| Scale Ai 401(k) Plan | Scale Ai, Inc. | CA | 1,235 | $34.3M | $30K |
| Flock Group 401(k) Plan | Flock Group Inc. | GA | 1,157 | $25.2M | $16K |
| Hollywood Park Management Company 401(k) Plan | Hollywood Park Management Company, LLC | MO | 1,072 | $11.3M | $8,261 |
| Floqast 401(k) Plan | Floqast, Inc. | CA | 893 | $25.1M | $20K |
| Brightwheel 401(k) Plan | DSSV, Inc. | CA | 821 | $13.8M | $19K |
| Therapymatch Inc. (DBA Headway) 401(k) Plan | Therapymatch Inc. (DBA Headway) | NY | 820 | $15.8M | $12K |
| Smith Health 401(k) Plan | Smith Health, Inc. | CA | 813 | $10.5M | $11K |
| Heytutor 401(k) Plan | Heytutor | CA | 802 | $610K | $9,943 |
| Two Chairs Behavioral Health Group, a Psychology 401(k) Plan | Two Chairs Behavioral Health Group | CA | 746 | $6.3M | $7,499 |
| Coreweave 401(k) Plan | Coreweave | NJ | 710 | $20.2M | $7,763 |
| Applied Intuition 401(k) Plan | Applied Intuition, Inc. | CA | 706 | $42.0M | $25K |
| Upward Health National 401(k) Plan | Upward Health National LLC | RI | 651 | $4.4M | $9,756 |
| Cosmetic Physician Partners LLC 401(k) Plan | Cosmetic Physician Partners LLC | TX | 603 | $11.5M | $11K |
| Juniper Square 401(k) Plan | Juniper Square, Inc. | CA | 598 | $26.3M | $23K |
| Red Canary 401(k) Plan | Red Canary Inc. | CO | 573 | $23.9M | $20K |
| Garuda Labs 401(k) Plan | Garuda Labs, Inc. | CA | 571 | $11.1M | $19K |
| Astranis Space Technologies 401(k) Plan | Astranis Space Technologies Corp. | CA | 557 | $20.6M | $16K |
| Chainalysis 401(k) Plan | Chainalysis | NY | 534 | $17.6M | $20K |
| Billiontoone 401(k) Plan | Billiontoone, Inc. | CA | 513 | $19.6M | $11K |
| Path CCM, Inc. 401(k) Plan | Path CCM, Inc. | CA | 510 | $14.7M | $8,740 |
| Guideline 401(k) Plan | Guideline, Inc. | CA | 488 | $35.2M | $24K |
| Drata Inc. 401(k) Plan | Drata Inc. | CA | 488 | $13.3M | $10K |
| Altruist Corp. 401(k) Plan | Altruist Corp. | CA | 472 | $20.0M | $14K |
| Steno Agency 401(k) Plan | Steno Agency, Inc. | CA | 463 | $6.1M | $5,172 |
| Integro Professional Services 401(k) Plan | Integro Professional Services, LLC | FL | 459 | $838K | $6,871 |
| Sentral 401(k) Plan | Bhi Residential Corporation | CO | 450 | $4.7M | $6,273 |
| Glean Technologies 401(k) Plan | Glean Technologies, Inc. | CA | 449 | $13.8M | $8,208 |
| Ridwell Inc. 401(k) Plan | Ridwell Inc. | WA | 447 | $2.1M | $7,507 |
| Artera 401(k) Plan | Well Health Inc. | CA | 442 | $14.8M | $15K |
| Perse Beauty 401(k) Plan | Perse Beauty Inc. | NY | 440 | $5.6M | $9,696 |
| Beam Technologies 401(k) Plan | Beam Technologies Inc. | OH | 436 | $16.9M | $19K |
| Diligent Robotics, Inc. 401(k) Plan | Diligent Robotics, Inc. | TX | 433 | $2.1M | $6,506 |
| Goodlife Innovations 401(k) Plan | Goodlife Innovations | KS | 429 | $2.8M | $8,442 |
| Smartcontract 401(k) Plan | Smartcontract Inc. | NY | 417 | $13.7M | $11K |
| Sibylline Americas Inc. 401(k) Plan | Sibylline Americas Inc. | NY | 408 | $5.2M | $5,972 |
Questions and answers
How many plans does Guideline, Inc. serve?
206 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Guideline, Inc.?
The median plan reported $34.81 per participant in direct and indirect compensation (206 plans reporting an amount), or 0.09% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Participant loan processing (206 plans), Recordkeeping and information management (205 plans), Consulting (general) (205 plans) and Investment advisory (plan) (205 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.