Teresa Kasparek signed Gateway First Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gateway First Bank's EIN is 73-1577221.
Download the official 2024 Form 5500 (PDF) for Gateway First Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gateway First Bank's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $124K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $60K | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 Fund Mutual fund 294,182.016 | Other securities | — | — | $9.0M | 11.9% | |
| T. Rowe Price Retirement 2030 Fund Mutual fund 347,852.329 | Other securities | — | — | $8.9M | 11.8% | |
| T. Rowe Price Retirement 2045 Fund Mutual fund 276,564.744 | Other securities | — | — | $6.2M | 8.2% | |
| T. Rowe Price Retirement 2035 Fund Mutual fund 283,938.733 | Other securities | — | — | $6.0M | 7.9% | |
| Fidelity Total Market Index Fund Mutual fund 35,885.790 | Common Collective Trusts | — | — | $5.8M | 7.7% | |
| T. Rowe Price Retirement 2025 Fund Mutual fund 294,478.931 | Other securities | — | — | $4.9M | 6.5% | |
| Wilmington Trust, N.A., Putnam Large Cap Value Fd Cl Y Bank collective trust 328,762.391 | Common Collective Trusts | — | — | $4.8M | 6.4% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $4.8M | 6.4% | |
| T. Rowe Price Retirement 2050 Fund Mutual fund 248,260.317 | Other securities | — | — | $4.7M | 6.2% | |
| T. Rowe Price Retirement 2055 Fund Mutual fund 189,331.538 | Other securities | — | — | $3.8M | 5.0% | |
| Fidelity Brokerage Link Self-directed brokerage accounts Various 3,097,180.630 | Self-Directed Brokerage | — | — | $3.1M | 4.1% | |
| various maturity dates through March 2033 | Other securities | — | — | $2.1M | 2.8% | |
| T. Rowe Price Retirement 2020 Fund Mutual fund 89,708.754 | Other securities | — | — | $1.7M | 2.2% | |
| Fidelity 500 Index Fund Mutual fund 7,311.844 | Common Collective Trusts | — | — | $1.5M | 2.0% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.9% | |
| T. Rowe Price Retirement 2060 Fund Mutual fund 86,820.895 | Other securities | — | — | $1.4M | 1.9% | |
| Baird Core Plus Bond Fund Class Investor Mutual fund 122,160.531 | Other securities | — | — | $1.2M | 1.6% | |
| Wilmington Trust, N.A., Putnam Large Cap Growth Fd Cl Y Bank collective trust 56,600.891 | Common Collective Trusts | — | — | $1.2M | 1.6% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.2M | 1.6% | |
| T. Rowe Price Dividend Growth Fund Mutual fund 14,300.643 | Other securities | — | — | $1.1M | 1.5% | |
| American Century Small Cap Value Fund R6 Class Mutual fund 44,205.351 | Other securities | — | — | $1.0M | 1.3% | |
| Fidelity international Index Fund Mutual fund 19,382.379 | Common Collective Trusts | — | — | $921K | 1.2% | |
| JPMorgan Mid Cap Growth Fund Class R6 Mutual fund 17,299.396 | Other securities | — | — | $895K | 1.2% | |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $863K | 1.1% | |
| Vanguard Real Estate Index Fund Admiralhares Mutual fund 4,502.323 | Common Collective Trusts | — | — | $569K | 0.8% | |
| DFA U.S. Targeted Value Portfolio Institutional Class Mutual fund 15,375.928 | Mutual Funds | — | — | $528K | 0.7% | |
| T. Rowe Price Retirement 2015 Fund Mutual fund 37,969.468 | Other securities | — | — | $477K | 0.6% | |
| DFA Emerging Markets Portfolio Institutional Clas Mutual fund 16,634.387 | Mutual Funds | — | — | $475K | 0.6% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Mutual fund 17,090.766 | Mutual Funds | — | — | $385K | 0.5% | |
| Fidelity Mid Cap Index Fund Mutual fund 4,906.040 | Common Collective Trusts | — | — | $166K | 0.2% | |
| Fidelity Small Cap Index Fund Mutual fund 4,385.366 | Common Collective Trusts | — | — | $121K | 0.2% | |
| PGIM High Yield R6 Mutual fund 12,902.643 | Other securities | — | — | $62K | <0.1% | |
| American Century Multi Sector Income R6 Mutual fund 4,284.849 | Other securities | — | — | $38K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund Mutual fund 2,360.786 | Other securities | — | — | $36K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund Mutual fund 2,362.786 | Other securities | — | — | $30K | <0.1% | |
| American Funds Strategic Bond Fund R6 Mutual fund 2,818.540 | Mutual Funds | — | — | $25K | <0.1% | |
| T. Rowe Price Retirement 2005 Fund Mutual fund 1,866.587 | Other securities | — | — | $22K | <0.1% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $14K | <0.1% | |
| Noninterest-bearing Cash Unallocated cash 1,220.330 | Cash / Money Market | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
