Sharon Tylus signed Gateway Foundation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gateway Foundation, Inc.'s EIN is 36-2670036.
Download the official 2024 Form 5500 (PDF) for Gateway Foundation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gateway Foundation, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), 403(b) custodial accounts, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $59K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 | Mutual Funds | — | — | $3.7M | 13.9% | |
| Fidelity Freedom 2025 | Mutual Funds | — | — | $3.6M | 13.6% | |
| Fidelity Freedom 2035 | Mutual Funds | — | — | $2.8M | 10.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.4M | 9.2% | |
| Fidelity Freedom 2045 | Mutual Funds | — | — | $2.2M | 8.3% | |
| Fidelity Freedom 2040 | Mutual Funds | — | — | $2.1M | 8.0% | |
| Fidelity Freedom 2050 | Mutual Funds | — | — | $1.9M | 7.2% | |
| Fidelity Freedom 2055 | Mutual Funds | — | — | $1.4M | 5.1% | |
| Fidelity OTC Portfolio K | Mutual Funds | — | — | $1.2M | 4.6% | |
| Fidelity Freedom 2020 | Mutual Funds | — | — | $667K | 2.5% | |
| Fidelity Balanced K | Mutual Funds | — | — | $568K | 2.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $564K | 2.1% | |
| Fidelity Freedom 2060 | Mutual Funds | — | — | $511K | 1.9% | |
| maturing through January 2029) | Other securities | — | — | $472K | 1.8% | |
| Fidelity Investments Government Money Market | Mutual Funds | — | — | $390K | 1.5% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $345K | 1.3% | |
| Fidelity Freedom Income | Mutual Funds | — | — | $312K | 1.2% | |
| Loomis Sayles Core Plus Bond N | Other securities | — | — | $251K | 0.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $234K | 0.9% | |
| Fidelity Freedom 2015 | Mutual Funds | — | — | $211K | 0.8% | |
| Fidelity Freedom 2070 ** 981 * Fidelity Short Term Bond | Mutual Funds | — | — | $202K | 0.8% | |
| Massachusetts Financial Services Research International R6 | Other securities | — | — | $151K | 0.6% | |
| Fidelity Freedom 2065 | Mutual Funds | — | — | $112K | 0.4% | |
| Fidelity Freedom 2010 | Mutual Funds | — | — | $92K | 0.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
