Gateway Health Clinic, Ltd. 401(k) Profit Sharing Plan
Sponsored by Gateway Family Health Clinic, Ltd. · EIN 411000577 · Plan #002
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 88
- With balances
- 116
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Principal Securities, Inc. CRD 1137 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Securities | Investment advisory (plan), Other commissions | $47,943 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |
| Tsc 401 K | Contract administrator | $0 |