How big is TATE, Kitzke & Foreman LLC's plan?

TATE, Kitzke & Foreman LLC's plan reported $2.3M in assets and 5 participants for 2024.

Original filing (PDF)20250819163952NAL0001241203001

TATE, Kitzke & Foreman LLC

Name: TATE, Kitzke & Foreman LLC — TATE, Kitzke & Foreman, Form 5500 (2024)
Creator: TATE, Kitzke & Foreman LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TATE, Kitzke & Foreman LLC Profit Sharing 401(k) Plan

401(k) retirement plan · TATE, Kitzke & Foreman LLC's TATE, Kitzke & Foreman LLC Profit Sharing 401(k) Plan held $2.3M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

TATE, Kitzke & Foreman LLC's EIN is 01-0685528.

EIN 01-0685528

Plan number 001

Plan year 2024

ACK ID 20250819163952NAL0001241203001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for TATE, Kitzke & Foreman LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

TATE, Kitzke & Foreman LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TATE, KITZKE & FOREMAN 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