# Tates Bake Shop, INC. 401(k) Plan
Source: https://planprovider.pro/companies/tates-bake-shop-inc-401k-plan

> Tates Bake Shop, INC.'s 401(k) plan: 390 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — SERVICE PROVIDER

- [RSM US LLP](https://planprovider.pro/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|—|—|

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