Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BLUEGATE PARTNERS, LLC
EIN 37-1565280real estateLatest filing 2024
Plans
2
Retirement
2
$14.0M assets
Welfare
0
Participants
29
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.0M assets / 29 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
BLUEGATE PARTNERS, LLC DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$7.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BLUEGATE PARTNERS, LLC 401(K) & PROFIT SHARING PLAN
401k
Assets$6.8M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BLUEGATE PARTNERS, LLC DEFINED BENEFIT PENSION PLAN | CashBalance | $7.2M | 11 | 2024 | |
| 001 | BLUEGATE PARTNERS, LLC 401(K) & PROFIT SHARING PLAN | 401k | $6.8M | 18 | 2024 |
Retirement plans