Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MIDDLEGATE FACTORS LLC
EIN 20-1834583Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
10
8 WEST 40TH STREET - NEW YORK, NY 10018212-382-9500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MIDDLEGATE FACTORS LLC PROFIT SHARING PLAN
ProfitSharing
Assets$1.4M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MIDDLEGATE FACTORS LLC CASH BALANCE PLAN
CashBalance
Assets$223K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MIDDLEGATE FACTORS LLC PROFIT SHARING PLAN | ProfitSharing | $1.4M | 6 | 2025 | |
| 002 | MIDDLEGATE FACTORS LLC CASH BALANCE PLAN | CashBalance | $223K | 4 | 2024 |
Retirement plans