The Gates Group Retirement Plan
Sponsored by Gates Corporation · EIN 840857401 · Plan #333
- Total assets
- $125M
- Net assets
- $125M
- Active participants
- 137
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Towers Watson Investment Services, Inc. CRD 110473 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Actuarial, Consulting (pension) | $398,146 |
| Towers Watson Investment Service In | Consulting (general), Consulting (pension), Investment advisory (plan) | $220,343 |
| Bny Mellon | Custodial (securities), Trustee (institutional) | $81,201 |
| Bdo Usa, P.C. | Accounting | $79,105 |
| Blackrock Institutional Trust | Investment management | $13,825 |