How big is Richard L. TATE, Attorney's plan?

Richard L. TATE, Attorney's plan reported $502K in assets and 2 participants for 2024.

Original filing (PDF)20250611103656NAL0045169954001

Richard L. TATE, Attorney

Name: Richard L. TATE, Attorney — Richard L. TATE 401(k), Form 5500 (2024)
Creator: Richard L. TATE, Attorney
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard L. TATE 401(k) Plan

401(k) retirement plan · Richard L. TATE, Attorney's Richard L. TATE 401(k) Plan held $502K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$502K

Net assets (EOY)

$502K

People on this filing

Carol Oberhaus signed Richard L. TATE, Attorney's 2024 Form 5500 as plan administrator.

Carol Oberhaus — 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

Richard L. TATE, Attorney's EIN is 76-0199492.

EIN 76-0199492

Plan number 001

Plan year 2024

ACK ID 20250611103656NAL0045169954001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Richard L. TATE, Attorney from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Richard L. TATE, Attorney'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 RICHARD L. TATE, ATTORNEY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

RICHARD L. TATE, ATTORNEY

EIN

all filings

Address

206 SOUTH SECOND ST · RICHAMOND, TX · 77469

Phone

(281) 341-0077

Industry

Law Offices· Professional & Technical Services

Plan administrator