Silvia JUNG signed Gatekeeper Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gatekeeper Systems, Inc.'s EIN is 77-0649723.
Download the official 2024 Form 5500 (PDF) for Gatekeeper Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gatekeeper Systems, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, 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 | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments Freedom Index 2030 Fund Inst Premium N/R | Mutual Funds | — | — | $2.5M | 17.2% | |
| Class * Fidelity Investments Freedom Index 2025 Fund Inst Premium N/R | Mutual Funds | — | — | $2.1M | 15.0% | |
| Class * Fidelity Investments Freedom Index 2045 Fund Inst Premium N/R | Mutual Funds | — | — | $1.3M | 9.3% | |
| Class * Fidelity Investments Freedom Index 2040 Fund Inst Premium N/R | Mutual Funds | — | — | $1.1M | 7.8% | |
| Class * Fidelity Investments Freedom Index 2050 Fund Inst Premium N/R | Mutual Funds | — | — | $969K | 6.8% | |
| Class JPMorgan Large Cap Growth Fund Class R6 N/R | Other securities | — | — | $894K | 6.2% | |
| Self-Directed Brokerage Account * Fidelity Investments Fidelity BrokerageLink N/R | Self-Directed Brokerage | — | — | $827K | 5.8% | |
| Class * Fidelity Investments 500 Index Fund N/R | Common Collective Trusts | — | — | $690K | 4.8% | |
| Fidelity Investments Freedom Index 2055 Fund Inst Premium N/R | Mutual Funds | — | — | $599K | 4.2% | |
| Fidelity Investments Freedom Index 2060 Fund Inst Premium N/R | Mutual Funds | — | — | $496K | 3.5% | |
| Class * Fidelity Investments Freedom Index Income Fund Inst Premium N/R | Mutual Funds | — | — | $495K | 3.5% | |
| Class * Fidelity Investments Freedom Index 2035 Fund Inst Premium N/R | Mutual Funds | — | — | $421K | 2.9% | |
| Class * Fidelity Investments Select Software and IT Services Portfolio N/R | Mutual Funds | — | — | $341K | 2.4% | |
| Participant Loans Interest rates: 4.25% - 9.50%; maturing $0 | Bonds / Notes | — | — | $300K | 2.1% | |
| BlackRock Health Sciences Opportunities Portfolio Class N/R | Other securities | — | — | $139K | 1.0% | |
| K Putnam Small Cap Growth Fund Class R6 N/R | Mutual Funds | — | — | $96K | 0.7% | |
| Janus Henderson Enterprise Fund Class N N/R | Mutual Funds | — | — | $85K | 0.6% | |
| Money Market Fund * Fidelity Investments Government Money Market Fund - Class K6 N/R | Mutual Funds | — | — | $78K | 0.5% | |
| MFS Core Equity Fund Class R6 N/R | Mutual Funds | — | — | $74K | 0.5% | |
| Fidelity Investments Small Cap Index Fund N/R | Common Collective Trusts | — | — | $69K | 0.5% | |
| Fidelity Investments Freedom Index 2020 Fund Inst Premium N/R | Mutual Funds | — | — | $66K | 0.5% | |
| Fidelity Investments Freedom Index 2065 Fund Inst Premium N/R | Mutual Funds | — | — | $65K | 0.5% | |
| Vanguard Equity-Income Fund Admiral Shares N/R | Mutual Funds | — | — | $63K | 0.4% | |
| MFS International Growth Fund Class R6 N/R | Mutual Funds | — | — | $62K | 0.4% | |
| Fidelity Investments Extended Market Index Fund N/R | Common Collective Trusts | — | — | $62K | 0.4% | |
| Fidelity Investments Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $61K | 0.4% | |
| JPMorgan Core Bond R6 N/R | Other securities | — | — | $60K | 0.4% | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) N/R | Mutual Funds | — | — | $58K | 0.4% | |
| Inst Class * Fidelity Investments U.S. Bond Index Fund N/R | Common Collective Trusts | — | — | $55K | 0.4% | |
| Vanguard Real Estate Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $34K | 0.2% | |
| American Funds Inflation Linked Bond Fund Class R-6 N/R | Mutual Funds | — | — | $16K | 0.1% | |
| American Funds U.S. Government Securities Fund Class R-6 N/R | Mutual Funds | — | — | $12K | <0.1% | |
| American Century Mid Cap Value Fund R6 Class N/R | Other securities | — | — | $11K | <0.1% | |
| Investments Janus Henderson Balanced Fund Class N N/R | Mutual Funds | — | — | $2K | <0.1% | |
| AllSpring Special Small Cap Value Fund R6 N/R | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
