# Gateway First Bank 401(k) Plan
Source: https://planprovider.pro/companies/gateway-first-bank-401k-plan

> Gateway First Bank's 401(k) plan: 762 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Gateway First Bank

- **Sponsor EIN:** 731577221

- **Sponsor Address:** 244 S GATEWAY PLACE, JENKS, OK, 74037

- **Plan Type:** 401(k)

- **Total Participants:** 762

- **Total Assets:** $75.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|762|$75.5M|$2.3M|$5.3M|

| 2023|806|$71.5M|$3.1M|$6.3M|

| 2022|1,044|$65.1M|$4.3M|$9.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$123,690|—|$123,690|

| GLOBAL RETIREMENT PARTNERS LLC|ADVISOR|$60,079|—|$60,079|

| PAYNE & SMITH, LLC CPA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [PAYNE & SMITH, LLC CPA](https://planprovider.pro/provider/payne-and-smith-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $183,769

- **Estimated Expense Ratio:** 0.243% 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|$183,715|$60,079|—|—|—|

| 2023|$180,198|$57,229|—|—|—|

| 2022|$148,838|—|—|—|—|

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