Robbie Mathias signed TATE Engineering Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
TATE Engineering Systems, Inc.'s EIN is 52-1642992.
Download the official 2024 Form 5500 (PDF) for TATE Engineering Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TATE Engineering Systems, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTHSPIRE RETIREMENT ADVISORY | 33-0905143 | — | INVESTMENT ADVISORY | $26K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Great Gray Trust Company, LLC Flexpath Index Moderate Retirement R1 | Common Stocks | — | — | $4.6M | 40.4% | |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | — | — | $4.6M | 40.4% | |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | — | — | $1.5M | 13.4% | |
| Great Gray Trust Company, LLC Flexpath Index Moderate 2035 R1 | Common Stocks | — | — | $1.5M | 13.4% | |
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | — | — | $1.5M | 13.1% | |
| Great Gray Trust Company, LLC Flexpath Index Moderate 2045 R1 | Common Stocks | — | — | $1.5M | 13.1% | |
| * Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $904K | 7.9% | |
| Great Gray Trust Company, LLC Flexpath Index Moderate 2055 R1 | Common Stocks | — | — | $850K | 7.4% | |
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | — | — | $850K | 7.4% | |
| Great Gray Trust Company, LLC Blackrock Equity Index Fund Class 1 | Common Collective Trusts | — | — | $483K | 4.2% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $483K | 4.2% | |
| Great Gray Trust Company, LLC Flexpath Index Aggressive 2045 R1 | Common Stocks | — | — | $347K | 3.0% | |
| RETIREPILOT AGG 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001 | Common Collective Trust | — | — | $347K | 3.0% | |
| Participants 4.25% – 9.50%; maturing through 2029 | Bonds / Notes | — | — | $217K | 1.9% | |
| MID CAP GROWTH II CLASS I1 FD GREAT GRAY TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $145K | 1.3% | |
| MFS Investment Management MFS Growth R6 Fund | Mutual Funds | — | — | $116K | 1.0% | |
| BLACKROCK EAFE EQ INDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $83K | 0.7% | |
| SMALL CAP GROWTH FUND II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $81K | 0.7% | |
| (E) | Other securities | — | — | $81K | 0.7% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $72K | 0.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $71K | 0.6% | |
| Great Gray Trust Company, LLC Flexpath Index Aggressive 2035 R1 | Common Stocks | — | — | $68K | 0.6% | |
| RETIREPILOT AGG 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304113 / PN 001 | Common Collective Trust | — | — | $68K | 0.6% | |
| MFS MID CAP VAL FD CL 2W GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $64K | 0.6% | |
| The American Funds American Funds New World R6 | Mutual Funds | — | — | $49K | 0.4% | |
| INTERNATIONAL EQUITY I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $46K | 0.4% | |
| Great Gray Trust Company, LLC Flexpath Index Aggressive 2055 R1 | Common Stocks | — | — | $42K | 0.4% | |
| RETIREPILOT AGG 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304115 / PN 001 | Common Collective Trust | — | — | $42K | 0.4% | |
| PIMCO Funds PIMCO Income Institutional Fund | Mutual Funds | — | — | $40K | 0.3% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $35K | 0.3% | |
| PIMCO Funds PIMCO Global Bond (Usd-Hdg) I Fund | Mutual Funds | — | — | $26K | 0.2% | |
| Great Gray Trust Company, LLC Flexpath Index Moderate 2065 R1 | Common Stocks | — | — | $16K | 0.1% | |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304110 / PN 001 | Common Collective Trust | — | — | $16K | 0.1% | |
| SEI Trust Company Allspring Special Small Cap Value R6 | Common Stocks | — | — | $15K | 0.1% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $13K | 0.1% | |
| Great Gray Trust Company, LLC Flexpath Index Coservative 2065 R1 | Common Stocks | — | — | $12K | 0.1% | |
| RETIREPILOT CONSERV 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304104 / PN 001 | Common Collective Trust | — | — | $12K | 0.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $3K | <0.1% | |
| We have completed an Employee Retirement Income Security Act of 1974 (ERISA) Section 103(a)(3)(C) audit, pursuant to 29 CFR 2520.103-8 of the Department of Labor’s (DOL) Rules and Regulations for | Other securities | — | — | $3K | <0.1% | |
| Great Gray Trust Company, LLC Flexpath Index Coservative 2035 R1 | Common Stocks | — | — | $2K | <0.1% | |
| RETIREPILOT CONSERV 2035 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304101 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| Great Gray Trust Company, LLC Flexpath Index Aggressive Retirement R1 | Common Stocks | — | — | $2K | <0.1% | |
| RETIREPILOT AGG RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304111 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| Great Gray Trust Company, LLC Flexpath Index Coservative 2055 R1 | Common Stocks | — | — | $1K | <0.1% | |
| RETIREPILOT CONSERV 2055 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304103 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| RETIREPILOT CONSERV RET R1 GREAT GRAY TRUST COMPANY · EIN 38-7289867 / PN 001 | Common Collective Trust | — | — | $943 | <0.1% | |
| RETIREPILOT CONSERV 2045 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304102 / PN 001 | Common Collective Trust | — | — | $477 | <0.1% | |
| FLEXPATH INDEX AGGRE 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRE 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERV 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% |
