# Famous Tate 401(k) Plan
Source: https://planprovider.pro/companies/famous-tate-401k-plan

> Famous Tate's 401(k) plan: 257 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/dearolf-and-mereness-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|—|—|—|—|

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