Gatesair, Inc.'s EIN is 46-4956212.
Download the official 2024 Form 5500 (PDF) for Gatesair, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gatesair, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $34K | — |
| MERRILL LYNCH PIERCE FENNER & SMITH |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm | Mutual Funds | — | — | $3.7M | 11.7% | |
| Putnam Investments Putnam Large Cap Value R6 | Mutual Funds | — | — | $3.5M | 11.0% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $3.3M | 10.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.8M | 8.8% | |
| Nuveen Lifecycle Index 2030 R6 | Mutual Funds | — | — | $2.4M | 7.6% | |
| PUTNAM STABLE VALUE FUND EMPOWER & ANNUITY INSURANCE CO. · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.9M | 6.1% | |
| Vanguard Wellington Adm | Mutual Funds | — | — | $1.8M | 5.7% | |
| American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $1.6M | 5.2% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $1.2M | 3.7% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $1.0M | 3.3% | |
| Columbia Small Cap Value I Instl 3 | Other securities | — | — | $961K | 3.0% | |
| American Funds New World R6 | Mutual Funds | — | — | $826K | 2.6% | |
| Vanguard Selected Value Inv | Mutual Funds | — | — | $819K | 2.6% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $674K | 2.1% | |
| Vanguard High-Yield Corporate Adm | Mutual Funds | — | — | $535K | 1.7% | |
| DWS Reef Real Estate Securities R6 | Other securities | — | — | $514K | 1.6% | |
| Nuveen Lifecycle Index Retirement Inc R6 | Mutual Funds | — | — | $496K | 1.6% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $451K | 1.4% | |
| Vanguard Shrt-Term Infl-prot Sec Idx Adm | Common Collective Trusts | — | — | $428K | 1.3% | |
| Nuveen Lifecycle Index 2050 R6 | Mutual Funds | — | — | $386K | 1.2% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $376K | 1.2% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $308K | 1.0% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $249K | 0.8% | |
| Participants** Participants notes receivable with interest rates ranging from 4.25 percent to 9.50 percent - | Other securities | — | — | $244K | 0.8% | |
| Nuveen Lifecycle Index 2060 R6 | Mutual Funds | — | — | $211K | 0.7% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $200K | 0.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $189K | 0.6% | |
| Hartford World Bond R6 | Other securities | — | — | $150K | 0.5% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $144K | 0.5% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $111K | 0.3% | |
| Fidelity Advisor Strategic Income Z | Mutual Funds | — | — | $67K | 0.2% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $47K | 0.1% | |
| Nuveen Lifecycle Index 2065 R6 | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $10K |
| — |
