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

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
MUSICK, PEELER & GARRETT LLP MUSICK, PEELER & GARRETT LLP EMPLOYEE ASSET ACCUMULATION PROGRAM	LOS ANGELES, CA	Investment manager NONE	163	$136.7M	$11K
MUSICK, PEELER & GARRETT LLP MUSICK, PEELER & GARRETT LLP EMPLOYEE ASSET ACCUMULATION PROGRAM	LOS ANGELES, CA	Investment manager NONE	161	$120.2M	$9K
MUSICK, PEELER & GARRETT LLP