How big is Roberts TATE, LLC's plan?

Roberts TATE, LLC's plan reported $1.7M in assets and 6 participants for 2024.

Original filing (PDF)20251003132216NAL0000829747001

Roberts TATE, LLC

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

Form 5500-SF

FILING_RECEIVED

Roberts TATE, LLC Cash Balance Pension Plan

Defined-benefit pension plan · Roberts TATE, LLC's Roberts TATE, LLC Cash Balance Pension Plan held $1.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

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

EIN 45-2961420

Plan number 002

Plan year 2024

ACK ID 20251003132216NAL0000829747001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score