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guideline.com

Jul 7, 2026

235,178
Records
1
Files
Jul 7, 2026
Added

A large CSV export (~650MB) of CRM contact records, highly consistent with Guideline Inc. (guideline.com), a 401(k) retirement plan provider. The data contains extremely detailed fields referencing 401(k) plans, plan advisors, payroll integrations, participant data, billing (Stripe), NPS surveys, Safe Harbor matches, SECURE Act provisions, and internal CRM workflow metadata. Fields like 'Ad Hoc_Plan ID', '401k plan type', 'Advisor Referral', and survey cohort years (2023–2025) strongly suggest this is an internal CRM/HubSpot or Salesforce export from Guideline's operations.

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Source files

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contacts-2.csv
235,178 rows

File structure

Notes: Pre-LLM auto-detection: free-form text with visible emails / phones