How big is Gateway Financial Group, Inc.'s plan?

Gateway Financial Group, Inc.'s plan reported $4.3M in assets and 12 participants for 2024.

Original filing (PDF)20250723171437NAL0002191251001

Gateway Financial Group, Inc.

Name: Gateway Financial Group, Inc. — Gateway Financial, Form 5500 (2024)
Creator: Gateway Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gateway Financial Group Retirement Savings Plan

401(k) retirement plan · Gateway Financial Group, Inc.'s Gateway Financial Group Retirement Savings Plan held $4.3M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Madison Demaio signed Gateway Financial Group, Inc.'s 2024 Form 5500 as plan administrator.

Madison Demaio — 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

Gateway Financial Group, Inc.'s EIN is 25-1441592.

EIN 25-1441592

Plan number 001

Plan year 2024

ACK ID 20250723171437NAL0002191251001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gateway Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gateway Financial Group, Inc.'s plan includes 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 GATEWAY FINANCIAL GROUP, INC..

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

GATEWAY FINANCIAL GROUP, INC.

EIN

all filings

Address

FOUR PPG PLACE, SUITE 600 · PITTSBURGH, PA · 15222

Phone

(412) 497-1775

Industry

Finance & Insurance

Plan administrator