Tate Studio Architects INC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Tate Studio Architects INC
  • Sponsor EIN: 208701761
  • Sponsor Address: 7100 E CAVE CREEK RD, CAVE CREEK, AZ, 85331
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $533,989

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$533,989$23,705$65,826
20236$405,247$75,851$21,327
20224$265,336$16,027$47,190

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