Plan Snapshot
- Plan Sponsor: Famous Tate
- Sponsor EIN: 592045478
- Sponsor Address: 8317 N ARMENIA AVE, TAMPA, FL, 336042733
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $12.5M
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 | 257 | $12.5M | $314,437 | $928,567 |
| 2023 | 275 | $10.8M | $308,136 | $900,827 |
| 2022 | 258 | $10.2M | $313,590 | $906,659 |
| 2021 | 23 | $11.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| CODE WAECHTER LLC | INVESTMENT ADVISOR | $16,051 | — | $16,051 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $11,442 | — | $11,442 |
| DEAROLF & MERENES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAROLF & MERENES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,493
- Estimated Expense Ratio: 0.221% of plan assets
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 | $30,434 | $18,992 | — | — | — |
| 2023 | $26,327 | $26,327 | — | — | — |
| 2022 | $29,398 | — | $29,398 | — | — |
| 2021 | $12,350 | — | — | — | — |