Robert McNulty signed Gateway-Longview, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gateway-Longview, Inc.'s EIN is 16-0743081.
Download the official 2023 Form 5500 (PDF) for Gateway-Longview, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Gateway-Longview, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $70K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln NY Stable Value Account General account fund | Stable Value | — | — | $8.8M | 99.5% | |
| Vanguard 500 Index Admiral Class Mutual fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| Blackrock Core Bond Investor A Shares Mutual fund | Other securities | — | — | $6K | <0.1% | |
| Vanguard Developed Markets Index Admiral Shares Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| MFS Total Return Bond Class A Mutual fund | Mutual Funds | — | — | $3K | <0.1% | |
| American Century Inflation Adjusted Bond A Class Mutual fund | Other securities | — | — | $3K | <0.1% | |
| Neuberger Berman Emerging Markets Equity Class A Mutual fund | Other securities | — | — | $2K | <0.1% | |
| Blackrock Equity Dividend Investor A Shares Mutual fund | Other securities | — | — | $2K | <0.1% | |
| Vanguard Mid Cap Index Admiral Shares Mutual fund | Mutual Funds | — | — | $2K | <0.1% | |
| JPMorgan Large Cap Growth Class R3 Mutual fund | Other securities | — | — | $2K | <0.1% | |
| MFS Mid Cap Value Class A Mutual fund | Mutual Funds | — | — | $2K | <0.1% | |
| Blackrock High Yield Bond Investor A Shares Mutual fund | Other securities | — | — | $1K | <0.1% | |
| Nuveen Real Estate Securities Class A Mutual fund | Mutual Funds | — | — | $1K | <0.1% | |
| Columbia Small Cap Value I Class A Mutual fund | Other securities | — | — | $1K | <0.1% | |
| Blackrock International Series Investor A Shares Mutual fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST, NATIONIAL ASSOCIA | 16-1486454 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARPER DANESH LLC | 27-3395775 | — | CONTRACT ADMINISTRATOR | $7K | — |
