Facet Wealth, Inc. 401(k) Plan: Login, Facts & Contact Information

Facet Wealth, Inc. 401(k) Plan Facts

Plan name
FACET WEALTH, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
FACET WEALTH, INC.
Participants
329 (147 active employees)
Former employees with a balance
116
Plan assets
$21,058,169 at Dec 31, 2024
Average account balance
$80,375 across 262 accounts
Employer contributions
$883,489 in plan year 2024 (23% of all contributions)
Recordkeeper
Guideline, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jun 25, 2018
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.88 million went into the plan in contributions, $883,489 of it from the employer (23%).
  • $4.88 million was paid out to participants.
  • Investment and other income added $2.85 million.
  • Administrative expenses were $20,251, about $77 per account.

How the Facet Wealth, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201931$1.49 million$0$5,164
2020102$4.61 million$437,840$308,493
2021240$11.8 million$756,810$576,714
2022351$13.5 million$1.04 million$2.04 million
2023362$19.2 million$1.03 million$2.15 million
2024329$21.1 million$883,489$4.88 million

Facet Wealth, Inc. 401(k) Contact Information

Phone
443-376-6246
Mailing address
400 EAST PRATT STREET FL 8, BALTIMORE MD 21202
Plan sponsor
FACET WEALTH, INC.
Plan administrator
GUIDELINE RK, LLC
Employer identification number (EIN)
81-3453207
Plan number
001

Questions about the Facet Wealth, Inc. 401(k)

Does Facet Wealth, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $883,489, 23% of all contributions.

Does the Facet Wealth, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Facet Wealth, Inc 401(k) plan?

329 participants at the start of plan year 2024, 147 of them active employees, and 116 former employees who still had money in the plan.

What is the average 401(k) balance at Facet Wealth, Inc?

About $80,375 per account: $21.1 million in plan assets across 262 accounts with a balance at the end of plan year 2024.

Who manages the Facet Wealth, Inc 401(k) accounts?

Guideline (listed on the filing as GUIDELINE, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Facet Wealth, Inc. How do I access my 401(k)?

Your account stays with Guideline after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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