TATE Asset Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

485

Total plan assets

$374.9M

Filings (rows)

Direct comp

$28K

Indirect comp

SERVICES PROVIDED

Investment manager3

Prospecting the plans that use TATE Asset Management?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Musick, Peeler & Garrett LLP Musick, Peeler & Garrett LLP Employee Asset Accumulation Program · all filings	LOS ANGELES, CA	Investment manager	163	$136.7M	$11K	$0
Musick, Peeler & Garrett LLP Musick, Peeler & Garrett LLP Employee Asset Accumulation Program · all filings	LOS ANGELES, CA	Investment manager	161	$120.2M	$9K	$0
Musick, Peeler & Garrett LLP Musick, Peeler & Garrett LLP Employee Asset Accumulation Program · all filings	LOS ANGELES, CA	Investment manager	161	$118.0M	$8K	$0