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Original filing (PDF)20250731122217NAL0002570867001
GATEHOUSE MANAGEMENT, INC.
Form 5500
FILING_RECEIVED
GATEHOUSE MANAGEMENT, INC. 401(K) PLAN
401(k) retirement plan
Active participants
96
Accounts w/ balance
108
Plan assets (EOY)
$13.4M
Net assets (EOY)
$13.4M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GATEHOUSE MANAGEMENT, INC..
Plan sponsor
Name
GATEHOUSE MANAGEMENT, INC.
EIN
04-3247041
Address
120 FORBES BLVD STE 180 · MANSFIELD, MA · 02048
Phone
(508) 337-2500
Industry
Real Estatesee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM, SMITH & BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | — | INVESTMENT ADVISOR | $35K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $17K | — |
Investments
25 direct securities · 1 pooled fund· $13.2M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$12.0M
25 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $2.8M | 21.1% | |
| JP Morgan Large Cap Growth Fund Class R6 | — | — | — | $2.7M | 20.4% | |
| Fidelity Freedom Index 2025 Investor Class | — | — | — | $1.5M | 10.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.2M | 8.8% | |
| Fidelity Freedom Index 2035 Investor Class | — | — | — | $904K | 6.7% | |
| MFS Value Fund Class R6 | — | — | — | $879K | 6.5% | |
| Fidelity Mid Cap Index Fund | — | — | — | $726K | 5.4% | |
| Fidelity Small Cap Index Fund | — | — | — | $360K | 2.7% | |
| Fidelity Freedom Index 2030 Investor Class | — | — | — | $328K | 2.4% | |
| Fidelity International Index Fund | — | — | — | $308K | 2.3% | |
| Fidelity Freedom Index 2040 Investor Class | — | — | — | $293K | 2.2% | |
| Fidelity Freedom Index 2045 Investor Class | — | — | — | $272K | 2.0% | |
| Fidelity Freedom Index 2055 Investor Class | — | — | — | $155K | 1.2% | |
| Vanguard High-Yield Corporate Fund Admiral Shares | — | — | — | $131K | 1.0% | |
| Voya Intermediate Bond Fund Class R6 | — | — | — | $131K | 1.0% | |
| Fidelity Freedom Index 2060 Investor Class | — | — | — | $127K | 0.9% | |
| American Funds New World Fund Class R6 | — | — | — | $109K | 0.8% | |
| Fidelity Freedom Index 2050 Investor Class | — | — | — | $93K | 0.7% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $87K | 0.6% | |
| Fidelity Freedom Index 2065 Investor Class | — | — | — | $55K | 0.4% | |
| First Eagle Overseas Fund Class R6 | — | — | — | $34K | 0.3% | |
| Fidelity Freedom Index 2020 Investor Class | — | — | — | $18K | 0.1% | |
| Victoria Trivalent International Small Cap R6 | — | — | — | $2K | <0.1% | |
| Payden Emerging Markets Bond Fund SI Class | — | — | — | $1K | <0.1% | |
| American Funds Inflation Linked Bond Fund Class R6 | — | — | — | $1K | <0.1% | |
| Fidelity Freedom Income Index Investor | — | — | — | $1K | <0.1% |
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