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Original filing (PDF)20251015141604NAL0006388288001
GATE 1, LTD.
Form 5500
FILING_RECEIVED
GATE 1, LTD. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
427
Accounts w/ balance
462
Plan assets (EOY)
$16.6M
Net assets (EOY)
$16.6M
How this plan invests
This plan
21 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GATE 1, LTD..
Plan sponsor
Name
GATE 1, LTD.
EIN
51-0346014
Address
455 MARYLAND DR · FORT WASHINGTON, PA · 190342501
Phone
(215) 572-7676
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH + BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| 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 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $45K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
21 direct securities · 21 pooled funds· $17.3M(100% of reported assets)
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.
Common Collective Trust
$10.1M
21 holdings
Uncategorized
$7.2M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | $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 | — | — | $0 | $933K | 5.6% | |
| PRIN LGCP S&P 500 IDX INST FD | — | — | $0 | $557K | 3.3% | |
| PRIN MIDCAP VALUE I R6 FUND | — | — | $0 | $510K | 3.1% | |
| JANUS HENDERSON FORTY N FUND | — | — | $0 | $475K | 2.9% | |
| AMERICAN FUNDS AMERMUT R6 FD | — | — | $0 | $450K | 2.7% | |
| PRINCIPAL DIV INTL R6 FUND | — | — | $0 | $344K | 2.1% | |
| AMER CENT EQ GROWTH INV FUND | — | — | $0 | $342K | 2.1% | |
| AMERICAN FUNDS NEWPRSP R6 FND | — | — | $0 | $296K | 1.8% | |
| PRIN FIXED INC GUAR OPTION | — | — | $0 | $254K | 1.5% | |
| PRIN MIDCAP S&P 400 IDX R6 FD | — | — | $0 | $253K | 1.5% | |
| CALVERT BOND R6 FUND | — | — | $0 | $249K | 1.5% | |
| RETIREPILOT MOD 2035 FUND R1 | — | — | $0 | $209K | 1.3% | |
| PRIN SMALLCAP VALUE II R6 FD | — | — | $0 | $150K | 0.9% | |
| PRIN RE SECS R6 FUND | — | — | $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 | — | — | $0 | $127K | 0.8% | |
| RETIREPILOT AGG 2045 FUND R1 | — | — | $0 | $123K | 0.7% | |
| AM FDS GRTH FD OF AM R6 FUND | — | — | $0 | $45K | 0.3% | |
| AM FDS EUROPACIFIC GRTH R6 FD | — | — | $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 | — | — | $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 | — | — | $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% |
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