The Gates Matchmaker Plan
Sponsored by Gates Corporation · EIN 840857401 · Plan #334
- Total assets
- $696M
- Net assets
- $696M
- Active participants
- 3,341
- With balances
- 6,314
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 |
|---|---|---|
| Goldman Sachs & Co. Llc CRD 361 | fuzzy_auto · 94% | 2024 |
| Robert W. Baird & Co. Incorporated CRD 8158 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $254,635 |
| Goldman Sachs | Investment advisory (participants), Direct payment from the plan | $250,107 |
| Robert W Baird Co Incorporat | Investment management, Direct payment from the plan | $71,250 |
| Bdo Usa Llp | Accounting, Direct payment from the plan | $43,433 |
| Bny Mellon | Investment advisory (participants), Direct payment from the plan | $36,381 |