Original filing (PDF)20260624161859NAL0013899202001

TATE Associates LLP

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

Form 5500-SF

FILING_RECEIVED

TATE Associates LLP 401(k) Profit Sharing Plan

401(k) retirement plan · TATE Associates LLP's TATE Associates LLP 401(k) Profit Sharing Plan held $5.3M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

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).

Decision-maker contacts

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

Plan sponsor

Name

TATE ASSOCIATES LLP

EIN

47-2085816all filings

Address

1545 RIVER PARK DRIVE SUITE 375 · SACRAMENTO, CA · 95815

Phone

(916) 929-1006

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