How big is Cates, Inc.'s plan?

Cates, Inc.'s plan reported $43K in assets and 18 participants for 2024.

Original filing (PDF)20250720142230NAL0000951346001

Cates, Inc.

Name: Cates, Inc. — Cates, Inc. 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: Cates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cates, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Cates, Inc.'s Cates, Inc. 401(k) Profit Sharing Plan and Trust held $43K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

People on this filing

Nick Rice signed Cates, Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — 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

Cates, Inc.'s EIN is 47-2964324.

EIN 47-2964324

Plan number 001

Plan year 2024

ACK ID 20250720142230NAL0000951346001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cates, Inc.'s 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 CATES, INC..

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Plan health score

Above-average plan

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

Knocking points off