How big is Roberts TATE, LLC's plan?

Roberts TATE, LLC's plan reported $3.1M in assets and 8 participants for 2024.

Original filing (PDF)20250610071043NAL0012909603001

Roberts TATE, LLC

Name: Roberts TATE, LLC — Roberts TATE, LLC 401(k) Plan, Form 5500 (2024)
Creator: Roberts TATE, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roberts TATE, LLC 401(k) Plan

401(k) retirement plan · Roberts TATE, LLC's Roberts TATE, LLC 401(k) Plan held $3.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Roberts TATE, LLC's EIN is 45-2961420.

EIN 45-2961420

Plan number 001

Plan year 2024

ACK ID 20250610071043NAL0012909603001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Roberts TATE, LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a self-directed brokerage window, a 401(k) feature.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

ROBERTS TATE, LLC

EIN

all filings

Address

2487 DEMERE ROAD, SUITE 400 · P.O. BOX 21828 · ST. SIMONS ISLAND, GA · 31522

Phone

(912) 638-5200

Industry

Law Offices· Professional & Technical Services

Plan administrator