Plan Snapshot
- Plan Sponsor: Tate Andale, LLC
- Sponsor EIN: 520692866
- Sponsor Address: 1941 LANSDOWNE ROAD, BALTIMORE, MD, 21227
- Plan Type: 401(k)
- Total Participants: 28
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 28 | $5.9M | $173,902 | $177,902 |
| 2023 | 26 | $4.9M | $177,747 | $185,766 |
| 2022 | 25 | $4.2M | $178,656 | $176,197 |