AUMdb

Allgate Financial Llc Cash Balance Pension Plan & Trust

Sponsored by Allgate Financial Llc · EIN 208428330 · Plan #002

Total assets
Net assets
Active participants
8
With balances
0

Plan year beginning 01/01/2024 · Covers self-employed individuals

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.