· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROBERTS TATE, LLC — ROBERTS TATE, LLC CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251003132216NAL0000829747001
ROBERTS TATE, LLC
Form 5500-SF
FILING_RECEIVED
ROBERTS TATE, LLC CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROBERTS TATE, LLC
.
Find decision makers
Plan sponsor
Name
ROBERTS TATE, LLC
EIN
45-2961420
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
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
SPECTOR RUBIN, PA
SPECTOR RUBIN, PA 401(K) PROFIT SHARING PLAN
$1.7M · 7 participants
BOYDEN, COOLURIS & SAXE PC
BOYDEN, COOLURIS & SAXE PC 401(K) PROFIT SHARING PLAN
$1.7M · 3 participants
SILVERSTEIN LAW PC
SILVERSTEIN LAW RETIREMENT PLAN
$1.7M · 4 participants
CITRON & DEUTSCH, INC.
CITRON & DEUTSCH, INC. PROFIT SHARING PLAN
$1.7M · 7 participants
ELAM & ROUSSEAUX, PLLC
ELAM & ROUSSEAUX, PLLC 401(K) PLAN
$1.7M · 6 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
ROSETTE, LLP
ROSETTE, LLP 401(K) PROFIT SHARING PLAN
$1.7M · 12 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
