How big is Tollgate Capital Advisors, LLC's plan?

Tollgate Capital Advisors, LLC's plan reported $44K in assets and 3 participants for 2025.

Original filing (PDF)20260514093219NAL0016391458001

Tollgate Capital Advisors, LLC

Name: Tollgate Capital Advisors, LLC — Tollgate Capital, Form 5500 (2025)
Creator: Tollgate Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tollgate Capital Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Tollgate Capital Advisors, LLC's Tollgate Capital Advisors 401(k) Profit Sharing Plan held $44K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

Plan identifiers

Tollgate Capital Advisors, LLC's EIN is 83-2097949.

EIN 83-2097949

Plan number 001

Plan year 2025

ACK ID 20260514093219NAL0016391458001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tollgate Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tollgate Capital Advisors, 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 TOLLGATE CAPITAL ADVISORS, 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