How big is TATE & Associates' plan?

TATE & Associates' plan reported $1.6M in assets and 3 participants for 2025.

Original filing (PDF)20260413103734NAL0021971714001

TATE & Associates

Name: TATE & Associates — TATE & Associates 401(k) P/S, Form 5500 (2025)
Creator: TATE & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

TATE & Associates 401(k) P/S Plan

401(k) retirement plan · TATE & Associates' TATE & Associates 401(k) P/S Plan held $1.6M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Lauren TATE signed TATE & Associates' 2025 Form 5500 as plan administrator.

Lauren TATE — 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

TATE & Associates' EIN is 36-4518102.

EIN 36-4518102

Plan number 001

Plan year 2025

ACK ID 20260413103734NAL0021971714001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for TATE & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

TATE & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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