AUMdb

Gates Ventures, Llc 401(k) Plan

Sponsored by Gates Ventures, Llc · EIN 270835677 · Plan #005 · Kirkland, WA

Total assets
$44.7M
Net assets
$44.7M
Active participants
131
With balances
183

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, Sub-transfer agency fees, Recordkeeping fees -$1,519