What public Form 5500 filings show about the TATE, Kitzke & Foreman LLC 401(k) plan — and how to find and check your own account.
TATE, Kitzke & Foreman LLC (EIN 01-0685528) reports TATE, KITZKE & FOREMAN LLC PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $2.3M in plan assets across 5 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, Kitzke & Foreman LLC filing — schedules, fees, and providers.
TATE, Kitzke & Foreman LLC’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, Kitzke & Foreman LLCHR for the recordkeeper’s name and login.
