Original filing (PDF)20251205133626NAL0003216113001

TATE'S INSURANCE & FINANCIAL SERVICES 401K PLAN

Name: TATE'S INSURANCE & FINANCIAL SERVICES 401K PLAN — TATES INSURANCE & FINANCIAL SERVICES 401K PLAN, Form 5500 (2022)
Creator: TATE'S INSURANCE & FINANCIAL SERVICES 401K PLAN

Form 5500-SF

FILING_RECEIVED

TATES INSURANCE & FINANCIAL SERVICES 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 24.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade B

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TATE'S INSURANCE & FINANCIAL SERVICES 401K PLAN.

Plan sponsor

Name

TATE'S INSURANCE & FINANCIAL SERVICES 401K PLAN