How big is Carl M. Bates Chapter 13 TTEE's plan?

Carl M. Bates Chapter 13 TTEE's plan reported $1.2M in assets and 12 participants for 2024.

Original filing (PDF)20250626090246NAL0021052738001

Carl M. Bates Chapter 13 TTEE

Name: Carl M. Bates Chapter 13 TTEE — Carl M. Bates, Form 5500 (2024)
Creator: Carl M. Bates Chapter 13 TTEE
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carl M. Bates Chapter 13 Trustee 401(k) Plan

401(k) retirement plan · Carl M. Bates Chapter 13 TTEE's Carl M. Bates Chapter 13 Trustee 401(k) Plan held $1.2M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Diana Harris signed Carl M. Bates Chapter 13 TTEE's 2024 Form 5500 as plan administrator.

Diana Harris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Carl M. Bates Chapter 13 TTEE's EIN is 01-0817759.

EIN 01-0817759

Plan number 001

Plan year 2024

ACK ID 20250626090246NAL0021052738001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carl M. Bates Chapter 13 TTEE from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carl M. Bates Chapter 13 TTEE's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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