# Tate Engineering Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tate-engineering-systems-inc-521642992-506

> Tate Engineering Systems, INC.'s 401(k) plan: 100 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 ROAD, BALTIMORE, MD, 21227

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

- **Plan Number:** 506

- **Total Participants:** 100

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|100|$0|$0|$0|

| 2023|110|$0|$0|$0|

| 2022|104|$0|$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|

| CAREFIRST ADMINISTRATORS|Recordkeeper|$75,961|—|$75,961|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$14,823|—|$14,823|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $90,784

### 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Wittenbach Business Systems, LLC](https://planprovider.pro/companies/wittenbach-business-systems-llc-401k-plan) — 421 participants

- [Wittenbach Business Systems, LLC](https://planprovider.pro/companies/wittenbach-business-systems-llc-521137041-502) — 342 participants

- [Alliance Material Handling, INC.](https://planprovider.pro/companies/alliance-material-handling-inc-401k-plan) — 291 participants

- [The Electric Motor Repair Company](https://planprovider.pro/companies/the-electric-motor-repair-company-520302945-501) — 180 participants

- [Quick Servant Company, INC.](https://planprovider.pro/companies/quick-servant-company-inc-521429757-501) — 147 participants

- [Jrpage Enterprise INC.](https://planprovider.pro/companies/jrpage-enterprise-inc-plan) — 7 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/tate-engineering-systems-inc-521642992-506)

© 2026 PlanProvider.Pro