Plan Snapshot
- Plan Sponsor: Tates Bake Shop, INC.
- Sponsor EIN: 113558095
- Sponsor Address: 62 PINE STREET, EAST MONRICHES, NY, 11940
- Plan Type: 401(k)
- Total Participants: 390
- Total Assets: $8.1M
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 | 390 | $8.1M | $416,073 | $767,239 |
| 2023 | 464 | $6.6M | $473,865 | $713,566 |
| 2022 | 507 | $4.7M | $450,603 | $674,213 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | SERVICE PROVIDER | — | $15,788 | $15,788 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — SERVICE PROVIDER
- RSM US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,788
- Estimated Expense Ratio: 0.196% 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 | $11,266 | — | $11,266 | — | — |
| 2023 | $12,634 | — | $12,634 | — | — |
| 2022 | $12,320 | — | $12,320 | — | — |