ALLEN TATE REAL ESTATE, LLC 401(k) Plan
What public Form 5500 filings show about the ALLEN TATE REAL ESTATE, LLC 401(k) plan — and how to find and check your own account.
The ALLEN TATE REAL ESTATE, LLC 401(k) on its latest Form 5500
ALLEN TATE REAL ESTATE, LLC (EIN 83-2095449) reports ALLEN TATE COMPANIES RETIREMENT PLAN on its most recent Form 5500, with $22.6M in plan assets across 312 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full ALLEN TATE REAL ESTATE, LLC filing — schedules, fees, and providers.
Who runs the ALLEN TATE REAL ESTATE, LLC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ALLEN TATE REAL ESTATE, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILSHIRE ADVISORS.
How to check your ALLEN TATE REAL ESTATE, LLC 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask ALLEN TATE REAL ESTATE, LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).