Plan Snapshot
- Plan Sponsor: Allgate Financial LLC
- Sponsor EIN: 208428330
- Sponsor Address: 820 DAVIS STREET, SUITE 453, EVANSTON, IL, 60201
- Plan Type: DB
- Total Participants: 8
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 8 | $3.5M | $0 | $0 |
| 2023 | 8 | $3.1M | $0 | $0 |
| 2022 | 8 | $2.8M | $424,504 | $0 |