Sponsor portfolio
GATE FINANCIAL SERVICES
EIN 85-1192383Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
1
Retirement
1
$385K assets
Welfare
0
Participants
5
PO BOX 2084 - SONOMA, CA 954762084707-933-7111
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 | |
|---|---|---|---|---|---|---|
| 001 | GATE FINANCIAL SERVICES 401(K) PLAN | 401k | $385K | 5 | 2025 |
Retirement plans