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  2. Gates Pass Advisors, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Gates Pass Advisors, LLC

EIN 47-4508567-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.2M assets
Welfare
0
Participants
10
280 2ND STREET, SUITE 280 - LOS ALTOS, CA 94022650-797-0280gatespassadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$2.2M - 10 part

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Retirement#001

GATES PASS ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401(k)

Assets$2.2M
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GATES PASS ADVISORS, LLC 401(K) PROFIT SHARING PLAN401(k)$2.2M102025
Retirement plans
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