How big is Gates PASS Advisors, LLC's plan?

Gates PASS Advisors, LLC's plan reported $2.2M in assets and 3 participants for 2025.

Original filing (PDF)20260420191440NAL0003555570001

Gates PASS Advisors, LLC

Name: Gates PASS Advisors, LLC — Gates PASS Advisors, LLC, Form 5500 (2025)
Creator: Gates PASS Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gates PASS Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Gates PASS Advisors, LLC's Gates PASS Advisors, LLC 401(k) Profit Sharing Plan held $2.2M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

K. Esther Szabo signed Gates PASS Advisors, LLC's 2025 Form 5500 as plan administrator.

K. Esther Szabo — 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

Gates PASS Advisors, LLC's EIN is 47-4508567.

EIN 47-4508567

Plan number 001

Plan year 2025

ACK ID 20260420191440NAL0003555570001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gates PASS Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Gates PASS Advisors, LLC's plan includes profit-sharing, 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 GATES PASS 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

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 (99th percentile).

Plan sponsor

Name

GATES PASS ADVISORS, LLC

EIN

all filings

Address

280 2ND STREET, SUITE 280 · LOS ALTOS, CA · 94022

Phone

(650) 797-0280

Industry

Finance & Insurance

Plan administrator