Assets by plan
Share of aggregate retirement assets
63%top
Sponsor portfolio
FOGARTY & FUGATE LLC
EIN 47-3399550legal servicesLatest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
6
1 S. WACKER DR., SUITE 2400 - CHICAGO, IL 60606773-636-0880fogartyandfugate.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 6 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
FOGARTY & FUGATE LLC CASH BALANCE PENSION PLAN & TRUST
CashBalance
Assets$2.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FOGARTY & FUGATE LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.3M
Participants3
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 | FOGARTY & FUGATE LLC CASH BALANCE PENSION PLAN & TRUST | CashBalance | $2.1M | 3 | 2024 | |
| 001 | FOGARTY & FUGATE LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.3M | 3 | 2025 |
Retirement plans