What public Form 5500 filings show about the Gates Corporation 401(k) plan — and how to find and check your own account.
Gates Corporation (EIN 84-0857401) reports THE GATES MATCHMAKER PLAN on its most recent Form 5500, with $696.5M in plan assets across 3,341 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Gates Corporation filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Gates Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BNY MELLON, BLACKROCK INSTITUTIONAL TRUST, BDO USA LLP, BDO USA P C, ROBERT W BAIRD CO INCORPORAT, TOWERS WATSON INVESTMENT SERVICE IN.
