Guild Mortgage 401(k) plan

Guild Mortgage Company LLC, San Diego, CA. EIN 95-2146137. Annual reports 2009–2024. Also filed as Guild Mortgage Company.

Guild Mortgage Company LLC has one active retirement plan on file, the Guild Mortgage Company Profit Sharing 401(k) Plan, with 6,079 participants and $456 million in assets in 2024. Principal has been its recordkeeper since 2016. No traditional pension plan appears in Guild Mortgage's filings since 2009.

Active plans: 1
Participants: 6,079
Plan assets: $456 million
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Finance and insurance

The plan

Guild Mortgage Company Profit Sharing 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 95-2146137
Participants (2024): 6,079
Net assets (2024): $456 million
Recordkeeper: PrincipalEarlier: Digital Retirement Solutions (2009–2015)
Plan administrator: Guild Mortgage Company LLC
5887 Copley Drive
San Diego, CA 92111
(858) 560-6330As filed for 2024
In effect since: January 1, 1982

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,079	$456 million	Principal
2023	6,192	$371 million	Principal
2022	5,419	$242 million	Principal
2021	5,068	$287 million	Principal
2020	4,779	$223 million	Principal
2019	4,136	$165 million	Principal
2018	4,399	$120 million	Principal
2017	4,146	$104 million	Principal
2016	3,609	$71.5 million	Principal
2015	2,757	$48.2 million	Digital Retirement Solutions
2014	2,271	$35.9 million	Digital Retirement Solutions
2013	1,900	$30.1 million	Digital Retirement Solutions
2012	1,545	$22.2 million	Digital Retirement Solutions
2011	1,125	$17.6 million	Digital Retirement Solutions
2010	1,122	$18.1 million	Digital Retirement Solutions
2009	1,127	$14.1 million	Digital Retirement Solutions

If you had money in one of these plans

Call Principal (principal.com), which runs the Guild Mortgage Company Profit Sharing 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((858) 560-6330). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Guild Mortgage Company Profit Sharing 401(k) Plan

If you had money in one of these plans

What these numbers are

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