Guidance Point Retirement Services, LLC

Guidance Point Retirement Services, LLC, established in the State of Delaware, offers comprehensive investment advisory and fiduciary services to retirement plan sponsors. The firm, led by Andrew J. Walker, provides non-discretionary investment advice to participant-directed retirement plans and discretionary advice to plan-sponsor directed plans. Services include investment consulting, vendor selection, plan design, and ongoing consultant services. GPRS also offers participant and fiduciary education. As of December 31, 2024, GPRS managed $2,162,277,872 in client assets, with $62,861,825 under discretionary management. Fees for fiduciary review start at $7,500, with ongoing consultant services quoted based on services provided. Fees may be fixed, asset-based, or hourly, with charges quarterly or monthly. Plan participants do not incur fees for services provided under the plan agreement but are responsible for custodial and other fees. GPRS does not charge performance-based fees. The firm's investment strategy focuses on building diversified portfolios in global markets, guided by long-term growth potential and fundamental analysis. Recommendations typically include mutual funds and ETFs. GPRS emphasizes risk factors such as interest rate, credit, inflation, market, business, and currency risks, and does not guarantee future results. GPRS serves trusts, charitable organizations, pension and profit sharing plans, corporations, and other entities, requiring a minimum fee of $10,000. The firm's investment advisers may manage assets on a discretionary or non-discretionary basis, with participant recommendations provided on a non-discretionary basis. GPRS does not accept authority to vote client securities.