Plan Snapshot
- Plan Sponsor: Tate Ornamental, INC.
- Sponsor EIN: 621578663
- Sponsor Address: 418 INDUSTRIAL DRIVE, WHITE HOUSE, TN, 37188
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $6.6M
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 | 183 | $6.6M | $326,027 | $528,950 |
| 2023 | 172 | $6.1M | $260,704 | $411,410 |
| 2022 | 149 | $5.3M | $244,812 | $395,320 |
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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $58,785 | $23,181 | $35,604 | — | — |
| 2023 | $49,120 | $19,517 | $29,603 | — | — |
| 2022 | $47,348 | $18,960 | $25,803 | — | $2,585 |