Gatehouse Management, Inc. 401(k) Plan
Sponsored by Gatehouse Management, Inc. · EIN 043247041 · Plan #002
- Total assets
- $13.4M
- Net assets
- $13.4M
- Active participants
- 96
- With balances
- 108
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $35,307 |
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $16,926 |