Robin NIEL signed Gateway Management Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gateway Management Group, LLC's EIN is 87-3527264.
Download the official 2024 Form 5500 (PDF) for Gateway Management Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gateway Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID Freedom Index 2030 | Mutual Funds | — | — | $1.2M | 26.5% | |
| FID Freedom Index 2035 Premier | Mutual Funds | — | — | $790K | 17.2% | |
| FID Freedom Index 2025 | Mutual Funds | — | — | $569K | 12.4% | |
| FID Freedom Index 2050 Premier | Mutual Funds | — | — | $387K | 8.4% | |
| AMF Growth Fund of America | Other securities | — | — | $184K | 4.0% | |
| FID Freedom Index 2020 | Mutual Funds | — | — | $171K | 3.7% | |
| FID Freedom Index 2040 | Mutual Funds | — | — | $150K | 3.3% | |
| Vanguard SM Cap Val Index | Mutual Funds | — | — | $119K | 2.6% | |
| State ST Equity 500 Index | Common Collective Trusts | — | — | $111K | 2.4% | |
| FID Freedom Index 2055 | Mutual Funds | — | — | $107K | 2.3% | |
| FID Freedom Index 2045 | Mutual Funds | — | — | $104K | 2.3% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $96K | 2.1% | |
| FID Freedom Index 2060 | Mutual Funds | — | — | $94K | 2.1% | |
| T. Rowe Price Dividend | Other securities | — | — | $74K | 1.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $72K | 1.6% | |
| GS Inflation Protected Sec | Other securities | — | — | $52K | 1.1% | |
| Participant Loans | Participant loans | — | — | $48K | 1.0% | |
| Blackrock Total Return | Other securities | — | — | $39K | 0.8% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $33K | 0.7% | |
| Nuveen Small Cap Blend | Mutual Funds | — | — | $27K | 0.6% | |
| Vanguard Intermediate Term | Mutual Funds | — | — | $24K | 0.5% | |
| Vanguard Emerging Markets | Mutual Funds | — | — | $20K | 0.4% | |
| JP Morgan Equity Income Fund | Other securities | — | — | $19K | 0.4% | |
| FID Freedom Index 2065 | Mutual Funds | — | — | $17K | 0.4% | |
| T Rowe Price Overseas Stock | Mutual Funds | — | — | $16K | 0.4% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $16K | 0.3% | |
| FID Free Index 2015 | Mutual Funds | — | — | $13K | 0.3% | |
| FID Freedom Index Inc Premier | Mutual Funds | — | — | $7K | 0.1% | |
| Blackrock High Yield Bond | Other securities | — | — | $4K | <0.1% | |
| MFS Total Return | Mutual Funds | — | — | $4K | <0.1% | |
| PRI Real Estate Securities | Other securities | — | — | $2K | <0.1% | |
| IShares MSCI EAFE INTL | Other securities | — | — | $1K | <0.1% | |
| DFA Commodity Strat Port | Mutual Funds | — | — | $1K | <0.1% | |
| FID Freedom Index 2010 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
