How big is Gate City Advisors, LLC's plan?

Gate City Advisors, LLC's plan reported $1.0M in assets and 8 participants for 2024.

Original filing (PDF)20250301123637NAL0004452176001

Gate City Advisors, LLC

Name: Gate City Advisors, LLC — Gate City Advisors, LLC, Form 5500 (2024)
Creator: Gate City Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gate City Advisors, LLC 401(k) Plan

401(k) retirement plan · Gate City Advisors, LLC's Gate City Advisors, LLC 401(k) Plan held $1.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Gate City Advisors, LLC's EIN is 45-5050177.

EIN 45-5050177

Plan number 001

Plan year 2024

ACK ID 20250301123637NAL0004452176001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gate City Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gate City Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GATE CITY ADVISORS, LLC.

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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