How big is D Gates Wealth Management LLC's plan?

D Gates Wealth Management LLC's plan reported $177K in assets and 7 participants for 2024.

Original filing (PDF)20250717154141NAL0000294307001

D Gates Wealth Management LLC

Name: D Gates Wealth Management LLC — D Gates Wealth, Form 5500 (2024)
Creator: D Gates Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

D Gates Wealth Management 401(k) Plan

401(k) retirement plan · D Gates Wealth Management LLC's D Gates Wealth Management 401(k) Plan held $177K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$177K

Net assets (EOY)

$177K

People on this filing

Marcus Bowie signed D Gates Wealth Management LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

D Gates Wealth Management LLC's EIN is 46-4025638.

EIN 46-4025638

Plan number 001

Plan year 2024

ACK ID 20250717154141NAL0000294307001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

D Gates Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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

D GATES WEALTH MANAGEMENT LLC

EIN

all filings

Address

1708 SE 47TH ST · CAPE CORAL, FL · 33904

Phone

(239) 424-8305

Industry

Finance & Insurance

Plan administrator