# Tate Engineering Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tate-engineering-systems-inc-521642992-002

> Tate Engineering Systems, INC.'s 401(k) plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 521642992

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

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

- **Plan Number:** 002

- **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.|

| 2024|151|$11.5M|$0|$955,806|

| 2023|146|$10.3M|$236,987|$842,197|

| 2022|306|$8.3M|$273,659|$772,186|

## 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|

| WEALTHSPIRE RETIREMENT ADVISORY|Investment Advisor|$25,939|$4|$25,943|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$20,305|—|$20,305|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEALTHSPIRE RETIREMENT ADVISORY](https://planprovider.pro/provider/accelerate-retirement) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,248

- **Estimated Expense Ratio:** 0.402% 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|$46,245|$25,939|$20,306|—|—|

| 2023|$44,966|$25,184|$19,782|—|—|

| 2022|$38,641|$20,807|$17,834|—|—|

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