Famous Tate Electric Company 401(k) Savings & Retirement Plan
Sponsored by Famous Tate · EIN 592045478 · Plan #002 · Tampa, FL
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 257
- With balances
- 284
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 |
|---|---|---|
| Code Waechter Llc CRD 289372 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Code Waechter Llc | Investment advisory (plan) | $16,051 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $11,442 |
| Empower Advisory Group, Llc | Investment management | $2,941 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $12.5M | 257 | ack 20251014122841NAL0001377699001 |
| 01/01/2021 | $11.6M | 23 | ack 20250821085507NAL0006963376001 |