How big is Andersen, TATE & CARR, P.C.'s plan?

Andersen, TATE & CARR, P.C.'s plan reported $22.5M in assets and 59 participants for 2024.

Original filing (PDF)20250528114323NAL0012079728001

Andersen, TATE & CARR, P.C.

Name: Andersen, TATE & CARR, P.C. — Andersen, TATE & CARR, Form 5500 (2024)
Creator: Andersen, TATE & CARR, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Andersen, TATE & CARR, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Andersen, TATE & CARR, P.C.'s Andersen, TATE & CARR, P.C. 401(k) Profit Sharing Plan held $22.5M in plan assets for 59 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22.5M

Net assets (EOY)

$22.5M

Plan identifiers

Andersen, TATE & CARR, P.C.'s EIN is 58-1770713.

EIN 58-1770713

Plan number 001

Plan year 2024

ACK ID 20250528114323NAL0012079728001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Andersen, TATE & CARR, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Andersen, TATE & CARR, P.C.'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 ANDERSEN, TATE & CARR, P.C..

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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