Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
ALLGATE FINANCIAL LLC
EIN 20-8428330Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
21
820 DAVIS STREET, SUITE 453 - EVANSTON, IL 60201847-513-9500
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.6M assets / 21 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#002
ALLGATE FINANCIAL LLC CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$3.5M
Participants12
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Retirement#001
ALLGATE FINANCIAL, LLC 401(K) PLAN & TRUST
401k
Assets$1.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ALLGATE FINANCIAL LLC CASH BALANCE PENSION PLAN & TRUST | CashBalance | $3.5M | 12 | 2024 | |
| 001 | ALLGATE FINANCIAL, LLC 401(K) PLAN & TRUST | 401k | $1.1M | 9 | 2025 |
Retirement plans