How big is Cardinal Gates' plan?

Cardinal Gates' plan reported $135K in assets and 11 participants for 2024.

Original filing (PDF)20250528151037NAL0004473811001

Cardinal Gates

Name: Cardinal Gates — Form 5500 (2024)
Creator: Cardinal Gates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cardinal Gates

401(k) retirement plan · Cardinal Gates held $135K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

People on this filing

Annette Dalton signed Cardinal Gates' 2024 Form 5500 as plan administrator.

Annette Dalton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cardinal Gates' EIN is 20-1594541.

EIN 20-1594541

Plan number 001

Plan year 2024

ACK ID 20250528151037NAL0004473811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cardinal Gates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cardinal Gates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARDINAL GATES.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CARDINAL GATES

EIN

all filings

Address

79 AMLAJACK WAY · NEWNAN, GA · 30265

Phone

(770) 252-4200

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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