Original filing (PDF)20250611103656NAL0045169954001

RICHARD L. TATE, ATTORNEY

Name: RICHARD L. TATE, ATTORNEY — RICHARD L. TATE 401(K) PLAN, Form 5500 (2024)
Creator: RICHARD L. TATE, ATTORNEY

Form 5500-SF

FILING_RECEIVED

RICHARD L. TATE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$502K

Net assets (EOY)

$502K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD L. TATE, ATTORNEY.

Plan sponsor

Name

RICHARD L. TATE, ATTORNEY

EIN

76-0199492all filings

Address

206 SOUTH SECOND ST · RICHAMOND, TX · 77469

Phone

(281) 341-0077

Industry