How big is Gateway Capital Advisory Group's plan?

Gateway Capital Advisory Group's plan reported $2.1M in assets and 9 participants for 2024.

Original filing (PDF)20260302140322NAL0003231970001

Gateway Capital Advisory Group

Name: Gateway Capital Advisory Group — Gateway Capital, Form 5500 (2024)
Creator: Gateway Capital Advisory Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gateway Capital Advisory Group 401(k) Profit Sharing Plan

401(k) retirement plan · Gateway Capital Advisory Group's Gateway Capital Advisory Group 401(k) Profit Sharing Plan held $2.1M in plan assets for 9 participants in 2024.

Signals · 1

Late filing · 3.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Gateway Capital Advisory Group's EIN is 85-3371287.

EIN 85-3371287

Plan number 001

Plan year 2024

ACK ID 20260302140322NAL0003231970001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gateway Capital Advisory Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gateway Capital Advisory Group's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GATEWAY CAPITAL ADVISORY GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off