Tate Engineering Systems, Inc. Retirement Savings Plan
Sponsored by Tate Engineering Systems, Inc. · EIN 521642992 · Plan #002
- Total assets
- $11.5M
- Net assets
- $11.5M
- Active participants
- 151
- With balances
- 177
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wealthspire Retirement, Llc CRD 121254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealthspire Retirement Advisory | Investment advisory (plan), Direct payment from the plan | $25,939 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $20,305 |