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  2. SOLOMON A. WEISGAL, LTD.
Sponsor portfolio

SOLOMON A. WEISGAL, LTD.

EIN 36-3029574-accounting-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
8
198 E. WESTMINSTER AVE., SUITE 101 - LAKE FOREST, IL 600451860312-454-0140LinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#002ProfitSharing-$660K - 4 part#001ProfitSharing-$540K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PLAN & TRUST (#002)55%
  • PLAN & TRUST (#001)45%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#002)4
  • PLAN & TRUST (#001)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SOLOMON A. WEISGAL LTD. MONEY PURCHASE PENSION PLAN & TRUST

ProfitSharing

Assets$660K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SOLOMON A. WEISGAL LTD. PROFIT SHARING PLAN & TRUST

ProfitSharing

Assets$540K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002SOLOMON A. WEISGAL LTD. MONEY PURCHASE PENSION PLAN & TRUSTProfitSharing$660K42025
001SOLOMON A. WEISGAL LTD. PROFIT SHARING PLAN & TRUSTProfitSharing$540K42025
Retirement plans
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