Gates & Sons, Inc. Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 41. This plan is in the top 35% of plans for Investment Menu Quality. Gates & Sons, Inc. Retirement Savings Plan currently has over 100 active participants and over $812.3K in plan assets.
|1.||Russell LifePoints Balanced Strategy||15%|
|2.||Principal US Property||12%|
|3.||Russell LifePoints Moderate Strategy||11%|
90 S Fox St
Denver, CO 80223-1609
|Administrator||Phillip J. Aschenbrenner|
|Sponsor||Phillip J. Ascherbrenner|
|Net Plan Assets||$810,000|
|Avg Account Balance||$19,000|
|Ennis Industries Group, L.P.||52.0|
|Universal Industrial Sales||29.5|
|Insurance Carrier||Principal Financial Group|
|Auditor||Larry O'Donnell, CPA, C.P.|
|Corporate Trustee||Principal Financial Group|
|Insurance Advisor/Broker||Melissa W. Cook & Associates|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.