Jason McCrane signed Gate 1, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gate 1, Ltd.'s EIN is 51-0346014.
Download the official 2024 Form 5500 (PDF) for Gate 1, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gate 1, Ltd.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENCHMARK GROUP RIA SERVICES L | 27-2562160 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | — | $0 | $3.6M | 21.4% | |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | — | $0 | $2.4M | 14.6% | |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | — | $0 | $2.3M | 13.7% | |
| Participant Loans | Participant loans | — | $0 | $1.7M | 10.3% | |
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | — | — | $1.7M | 10.3% | |
| PRIN MIDCAP GR III INST FUND | Other securities | — | $0 | $933K | 5.6% | |
| PRIN LGCP S&P 500 IDX INST FD | Common Collective Trusts | — | $0 | $557K | 3.3% | |
| PRIN MIDCAP VALUE I R6 FUND | Other securities | — | $0 | $510K | 3.1% | |
| JANUS HENDERSON FORTY N FUND | Mutual Funds | — | $0 | $475K | 2.9% | |
| AMERICAN FUNDS AMERMUT R6 FD | Mutual Funds | — | $0 | $450K | 2.7% | |
| PRINCIPAL DIV INTL R6 FUND | Other securities | — | $0 | $344K | 2.1% | |
| AMER CENT EQ GROWTH INV FUND | Other securities | — | $0 | $342K | 2.1% | |
| AMERICAN FUNDS NEWPRSP R6 FND | Mutual Funds | — | $0 | $296K | 1.8% | |
| PRIN FIXED INC GUAR OPTION | Common Stocks | — | $0 | $254K | 1.5% | |
| PRIN MIDCAP S&P 400 IDX R6 FD | Common Collective Trusts | — | $0 | $253K | 1.5% | |
| CALVERT BOND R6 FUND | U.S. Treasuries | — | $0 | $249K | 1.5% | |
| RETIREPILOT MOD 2035 FUND R1 | Other securities | — | $0 | $209K | 1.3% | |
| PRIN SMALLCAP VALUE II R6 FD | Other securities | — | $0 | $150K | 0.9% | |
| PRIN RE SECS R6 FUND | Other securities | — | $0 | $135K | 0.8% | |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304110 / PN 001 | Common Collective Trust | — | $0 | $135K | 0.8% | |
| RETIREPILOT AGG 2055 FUND R1 | Other securities | — | $0 | $127K | 0.8% | |
| RETIREPILOT AGG 2045 FUND R1 | Other securities | — | $0 | $123K | 0.7% | |
| AM FDS GRTH FD OF AM R6 FUND | Other securities | — | $0 | $45K | 0.3% | |
| AM FDS EUROPACIFIC GRTH R6 FD | Other securities | — | $0 | $44K | 0.3% | |
| RETIREPILOT AGG 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304115 / PN 001 | Common Collective Trust | — | — | $18K | 0.1% | |
| PRINC SMALLCAP GROWTH I R6 FD | Other securities | — | $0 | $18K | 0.1% | |
| RETIREPILOT AGG 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| PRIN SMCP S&P 600 IDX R6 FD | Common Collective Trusts | — | $0 | $1K | <0.1% | |
| PRIN LIFETIME HY 2015 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2020 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2025 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2030 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2035 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2040 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2045 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2050 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2055 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY INC CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2060 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HY 2065 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z65 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREPILOT MOD 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304106 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
