Sponsor portfolio
BATES FINANCIAL GROUP, INC.
EIN 38-3662632financial servicesLatest filing 2025
Plans
1
Retirement
1
$319K assets
Welfare
0
Participants
13
8437 NORTHERN AVENUE - ROCKFORD, IL 61107815-332-4020batesfinancialadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BATES FINANCIAL SERVICES 401(K) PLAN | 401k | $319K | 13 | 2025 |
Retirement plans