GATEWAY INVESTMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

226

Total plan assets

$24.6M

Filings (rows)

Direct comp

Indirect comp

Aggregating 2 name variants under "GATEWAY INVESTMENT"

GATEWAY INVESTMENT ADVISORS2 GATEWAY INVESTMENT ADVISERS1

SERVICES PROVIDED

Other3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
C. S. DAVIDSON, INC. C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN	YORK, PA	Other NONE	69	$9.0M	$0
C. S. DAVIDSON, INC. C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN	YORK, PA	Other NONE	78	$7.9M	$0
C. S. DAVIDSON, INC. C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN