# Allen Tate Real Estate, LLC 401(k) Plan
Source: https://planprovider.pro/companies/allen-tate-real-estate-llc-401k-plan

> Allen Tate Real Estate, LLC's 401(k) plan: 252 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allen Tate Real Estate, LLC

- **Sponsor EIN:** 832095449

- **Sponsor Address:** 6700 FAIRVIEW ROAD, STE 200, CHARLOTTE, NC, 28210

- **Plan Type:** 401(k)

- **Total Participants:** 252

- **Total Assets:** $17.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|252|$17.3M|$157,385|$1.3M|

| 2023|239|$16.4M|$165,314|$1.5M|

| 2022|315|$15.2M|$318,548|$1.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TINSLEY & TERRY, CPAS, P.A.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$93,263|—|$93,263|—|—|

| 2023|$96,232|—|$96,232|—|—|

| 2022|$94,490|—|$94,490|—|—|

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