How big is Allgate Financial LLC's plan?

Allgate Financial LLC's plan reported $925K in assets and 8 participants for 2024.

Original filing (PDF)20251006121210NAL0006408464001

Allgate Financial LLC

Name: Allgate Financial LLC — Allgate Financial, LLC, Form 5500 (2024)
Creator: Allgate Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allgate Financial, LLC 401(k) Plan & Trust

401(k) retirement plan · Allgate Financial LLC's Allgate Financial, LLC 401(k) Plan & Trust held $925K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$925K

Net assets (EOY)

$925K

People on this filing

Irwin Bernstein signed Allgate Financial LLC's 2024 Form 5500 as plan administrator.

Irwin Bernstein — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Allgate Financial LLC's EIN is 20-8428330.

EIN 20-8428330

Plan number 001

Plan year 2024

ACK ID 20251006121210NAL0006408464001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Allgate Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Allgate Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALLGATE FINANCIAL LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score