TATE Associates LLP 401(k) Plan
What public Form 5500 filings show about the TATE Associates LLP 401(k) plan — and how to find and check your own account.
The TATE Associates LLP 401(k) on its latest Form 5500
TATE Associates LLP (EIN 47-2085816) reports TATE ASSOCIATES LLP 401K PROFIT SHARING PLAN on its most recent Form 5500, with $5.3M in plan assets across 15 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 TATE Associates LLP filing — schedules, fees, and providers.
Who runs the TATE Associates LLP 401(k)?
TATE Associates LLP’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask TATE Associates LLPHR for the recordkeeper’s name and login.
How to check your TATE Associates LLP 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask TATE Associates LLP 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).