Richard Walker signed TATE Access Floors, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TATE Access Floors, Inc.'s EIN is 52-0781996.
Download the official 2024 Form 5500 (PDF) for TATE Access Floors, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TATE Access Floors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENSPRING ADVISORS, LLC | 82-5320133 | — | INVESTMENT/FINANCIAL ADVI | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $8.1M | 20.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $7.3M | 18.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $4.2M | 10.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $4.0M | 10.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $3.6M | 9.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.2M | 5.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.3M | 3.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $1.3M | 3.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.1M | 2.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.1M | 2.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.0M | 2.6% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $925K | 2.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $792K | 2.0% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $498K | 1.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $489K | 1.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $408K | 1.0% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $271K | 0.7% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $190K | 0.5% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $172K | 0.4% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $158K | 0.4% | |
| DFA GLOBAL REAL ESTATE SEC I | Registered Investment Companies | — | — | $120K | 0.3% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $74K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEYRICH, CRONIN, & SORRA, LLC | 81-4643077 | — | ACCOUNTANT | $12K | — |
