The Gatesworth Employee Savings & Retirement Plan
Sponsored by The Gatesworth · EIN 431458239 · Plan #001
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 868
- With balances
- 152
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $33,889 |
| Orenda Retirement Llc | Contract administrator, Direct payment from the plan, Other services | $4,240 |
| Sbhu Life Agency Inc | Other services, Direct payment from the plan, Other fees | $0 |
| Mma Securities Llc | Other services, Other commissions, Other fees | $0 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |