# Tate Engineering Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tate-engineering-systems-inc-401k-plan

> Tate Engineering Systems, INC.'s 401(k) plan: 151 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Tate Engineering Systems, INC.

- **Sponsor EIN:** 521642992

- **Sponsor Address:** 3921 VERO RD, BALTIMORE, MD, 212271564

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

- **Total Participants:** 151

- **Total Assets:** $11.5M

## 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.|

| 2025|151|$11.5M|$0|$0|

| 2024|146|$10.3M|$0|$0|

| 2023|306|$8.3M|$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|

| COKER AND COMPANY LLC|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|

| 2025|$46,245|$25,939|$20,306|—|—|

| 2024|$44,966|$25,184|$19,782|—|—|

| 2023|$38,641|$20,807|$17,834|—|—|

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