Plan Snapshot
- Plan Sponsor: Gates Corporation
- Sponsor EIN: 840857401
- Sponsor Address: 1144 15TH STREET, DENVER, CO, 80202
- Plan Type: DB
- Total Participants: 137
- Total Assets: $124.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 137 | $124.8M | $4.3M | $0 |
| 2023 | 168 | $135.4M | $0 | $0 |
| 2022 | 194 | $148.3M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | $79,105 | — | $79,105 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,105
- Estimated Expense Ratio: 0.063% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,065,127 | $234,168 | — | $79,105 | — |
| 2023 | $2,119,376 | $245,691 | $424,606 | $62,500 | — |
| 2022 | $1,511,592 | $259,106 | $185,173 | — | $312,154 |