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 See our Form ADV 2A Brochure for more information about our fees.
 All plans of related entities must be administered by Guideline in order to provide compliance testing.
 Guideline uses a third-party to provide custodial services. Custodial fees are paid by Guideline.
 This information is for illustrative purposes only, and is not intended to be construed as investment or tax advice or as an
assurance or guarantee of future performance. Investing involves risk, and investments may lose value. An assumed annual
account fee of 0.15% on assets under management (calculated and deducted on a monthly basis at 1/12 of the annual stated
rate based on the month-end account balance) and does not account for common factors that affect the value of your account
balance over time such as gains, losses, distributions, additional contributions, etc. The fee presented does not include other
fees that a 401(k) participant may incur, including, but not limited to, fees charged by the mutual funds or the monthly
maintenance fee to participants who end employment. Alternative account fee pricing is available, ranging from .15% to 0.35%.
Contact Sales at hello@guideline.com to learn more about exclusive pricing options available in Enterprise tier.
 The average investment expense of plan assets for 401(k) plans with 25 participants and $250,000 in assets is 1.60% of assets,
according to the 23rd Edition of the 401k Averages Book. Data is updated through September 30, 2022, and is inclusive of
investment management fees, fund expense ratios, 12b-1 fees, sub-transfer agent fees, contract charges, wrap and advisor fees
or any other asset based charges. Guideline’s managed portfolios have blended expense ratios ranging from 0.064% to 0.067%
of assets under management. When combined with an assumed account fee of 0.15%, the estimated total AUM fees for one of
Guideline’s managed portfolios can be under 0.22%. Expense ratios for custom