Retirement plan

GATES AND CONTROLS, INC 401(K) PLAN

Name: GATES AND CONTROLS, INC. - GATES AND CONTROLS, INC 401(K) PLAN (2025) Form 5500
Creator: GATES AND CONTROLS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GATES AND CONTROLS, INC 401(K) PLAN, GATES AND CONTROLS, INC.

GATES AND CONTROLS, INC.EIN 91-1528956Plan #001PY 2025

6506 S. 209TH ST., SUITE 102 - KENT, WA 98032425-251-1020gatesandcontrols.comLinkedIn11-50 employeeswholesale

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$203K

No prior year

Total participants

+175.0% from 2024

Average account balance

$7,822

No prior year

Annual return

0.00%

0.00 pp from 2024

Benchmarks

See 1,337 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort1,337 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$4K

$131 / participant

Other / not subdivided$4K100.0%

% of EOY assets

2.123%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$7,822

$123,478-93.7%

$216,567-96.4%

$94,015-91.7%

Participation rate

78.8%

75.1%+3.7pp

81.6%-2.9pp

70.8%+8.0pp

Annual return

0.00%

23.61%-23.6pp

12.94%-12.9pp

17.84%-17.8pp

Employer contribution / active EE

$3,136-100.0%

$5,216-100.0%

$2,790-100.0%

Participant deferral / active EE

$2,199

$4,556-51.7%

$6,191-64.5%

$4,249-48.2%

Admin fee / account holder

$166

$12,753-98.7%

$21,981-99.2%

$8,951-98.1%

GATES AND CONTROLS, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GATES AND CONTROLS, INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion