How big is Gates & Associates, LLC's plan?

Gates & Associates, LLC's plan reported $33K in assets and 9 participants for 2025.

Original filing (PDF)20260506220532NAL0002420961053

Gates & Associates, LLC

Name: Gates & Associates, LLC — Gates & Associates, LLC, Form 5500 (2025)
Creator: Gates & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gates & Associates, LLC 401(k) Plan

401(k) retirement plan · Gates & Associates, LLC's Gates & Associates, LLC 401(k) Plan held $33K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$33K

Net assets (EOY)

$33K

Plan identifiers

Gates & Associates, LLC's EIN is 99-4236016.

EIN 99-4236016

Plan number 001

Plan year 2025

ACK ID 20260506220532NAL0002420961053

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gates & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Gates & Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score