Allen Tate Companies Retirement Plan
Sponsored by Allen Tate Real Estate, Llc · EIN 832095449 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 252
- With balances
- 275
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $93,263 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |