Mark Klingenmeier signed Gates Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gates Corporation's EIN is 84-0857401.
Download the official 2024 Form 5500 (PDF) for Gates Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gates Corporation'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $255K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDMAN SACHS | 13-4019460 | — | NONE | $250K | — |
| ROBERT W BAIRD CO INCORPORAT |
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 | |||||
|---|---|---|---|---|---|---|
| GATES STABLE VALUE FUND Common Collective Trust Fund | Stable Value | — | — | $100.2M | 14.4% | |
| Vanguard Institutional Index | Mutual Funds | — | — | $80.8M | 11.6% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $52.6M | 7.6% | |
| American Funds Fundamental Investors R6 | Mutual Funds | — | — | $44.1M | 6.3% | |
| INTERMEDIATE CORE FUND THE GOLDMAN SACHS TRUST COMPANY NA · EIN 20-4712534 / PN 012 | Common Collective Trust | — | — | $43.6M | 6.3% | |
| T. Rowe Price All-Cap Opportunities | Other securities | — | — | $42.2M | 6.1% | |
| Intermediate Core Fund | Other securities | — | — | $40.3M | 5.8% | |
| Dodge & Cox Balanced | Mutual Funds | — | — | $38.7M | 5.6% | |
| BLKROCK LIFEPATH DYNAMIC 2030FUND Q BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-1404566 / PN 001 | Common Collective Trust | — | — | $31.5M | 4.5% | |
| BLKROCK LIFEPATH DYNAMIC RET FUND Q BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-1484759 / PN 001 | Common Collective Trust | — | — | $30.1M | 4.3% | |
| BLKROCK LIFEPATH DYNAMIC 2035FUND Q BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-1404929 / PN 001 | Common Collective Trust | — | — | $29.3M | 4.2% | |
| VANGUARD SM CAP INDEX INSTL Registered Investment Company | Mutual Funds | — | — | $23.3M | 3.4% | |
| BLKROCK LIFEPATH DYNAMIC 2045FUND Q BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-1430799 / PN 001 | Common Collective Trust | — | — | $23.2M | 3.3% | |
| BLKROCK LIFEPATH DYNAMIC 2050FUND Q BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-1448812 / PN 001 | Common Collective Trust | — | — | $21.7M | 3.1% | |
| LOOMIS SAYLES CRE PLS FIX INC TR LOOMIS SAYLES TRUST COMPANY, LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $20.7M | 3.0% | |
| CORE CONSERVATIVE BOND FUND PRUDENTIAL TRUST COMPANY · EIN 22-1211670 / PN 000 | Common Collective Trust | — | — | $20.6M | 3.0% | |
| BLKROCK LIFEPATH DYNAMIC 2040FUND Q BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-1430499 / PN 001 | Common Collective Trust | — | — | $19.9M | 2.9% | |
| Vanguard Mid Cap Index Institutional | Mutual Funds | — | — | $19.6M | 2.8% | |
| Core Conservative Intermediate Bond Fund | Other securities | — | — | $19.2M | 2.8% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $18.5M | 2.7% | |
| BLACKROCK LIFEPATH DYN 2055 Q Common Collective Trust Fund | Common Collective Trusts | — | — | $17.0M | 2.4% | |
| BLKROCK LIFEPATH DYNAMIC 2055FUND Q BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-1449261 / PN 001 | Common Collective Trust | — | — | $17.0M | 2.4% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $13.3M | 1.9% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $11.9M | 1.7% | |
| BLKROCK LIFEPATH DYNAMIC 2060FUND Q BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-1465174 / PN 001 | Common Collective Trust | — | — | $10.7M | 1.5% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | — | $10.1M | 1.4% | |
| Registered Investment Companies American Beacon Small Cap Value R6 | Other securities | — | — | $9.4M | 1.4% | |
| Mass Mutual Select Mid Cap Growth Fund | Other securities | — | — | $9.2M | 1.3% | |
| TERM FUND 2027 THE GOLDMAN SACHS TRUST COMPANY NA · EIN 88-4279844 / PN 001 | Common Collective Trust | — | — | $8.7M | 1.3% | |
| TERM FUND 2026 THE GOLDMAN SACHS TRUST COMPANY NA · EIN 87-3738069 / PN 001 | Common Collective Trust | — | — | $8.7M | 1.2% | |
| TERM FUND 2025 THE GOLDMAN SACHS TRUST COMPANY NA · EIN 84-3842960 / PN 001 | Common Collective Trust | — | — | $8.6M | 1.2% | |
| Term Fund 2027 | Other securities | — | — | $8.1M | 1.2% | |
| Term Fund 2026 | Other securities | — | — | $8.0M | 1.2% | |
| Term Fund 2025 | Other securities | — | — | $8.0M | 1.1% | |
| TERM FUND 2028 THE GOLDMAN SACHS TRUST COMPANY NA · EIN 93-4136622 / PN 001 | Common Collective Trust | — | — | $7.5M | 1.1% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $7.3M | 1.1% | |
| Adjustment from Fair Value to Contract Value | Other securities | — | — | $7.3M | 1.0% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $7.2M | 1.0% | |
| Participant Loans Interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $7.2M | 1.0% | |
| Term Fund 2028 | Other securities | — | — | $7.0M | 1.0% | |
| BLKROCK LIFEPATH DYNAMIC 2065FUND Q BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 85-1465437 / PN 001 | Common Collective Trust | — | — | $3.8M | 0.5% | |
| BNY MELLON COLLECTIVE FUND EB TIF BANK OF NEW YORK MELLON · EIN 13-5160382 / PN 023 | Common Collective Trust | — | — | $2.3M | 0.3% | |
| TERM FUND 2024 THE GOLDMAN SACHS TRUST COMPANY NA · EIN 84-3842960 / PN 001 | Common Collective Trust | — | — | $275K | <0.1% | |
| Term Fund 2024 | Other securities | — | — | $255K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 39-6037917 |
| — |
| NONE |
| $71K |
| — |
| BDO USA LLP | 13-5381590 | — | NONE | $43K | — |
| BNY MELLON | 13-5160382 | — | NONE | $36K | — |
