AUMdb

Gate Employee Savings Plan

Sponsored by Gibson Applied Technology & Engineering (Texas), Llc · EIN 721474985 · Plan #001

Total assets
$28.4M
Net assets
$28.4M
Active participants
368
With balances
365

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

Linked investment advisers

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

Firm Match Plan year
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Edward D. Jones & Co., L.P. Investment advisory (participants) $63,336
John Hancock Usa Recordkeeping, Investment management, Sub-transfer agency fees $61,285
Wilshire Associates Inc(usa) Investment advisory (participants) $5,067