AUMdb

Gateway Foundation Tax Deferred Annuity Plan

Sponsored by Gateway Foundation, Inc. · EIN 362670036 · Plan #004

Total assets
$26.5M
Net assets
$26.5M
Active participants
1,491
With balances
1,120

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $58,610