Plan Snapshot
- Plan Sponsor: The Tate Group, INC.
- Sponsor EIN: 841857093
- Sponsor Address: 1345 OPELIKA RD SUITE C, AUBURN, AL, 36830
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $818,062
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 1 | $818,062 | $0 | $0 |
| 2024 | 1 | $818,062 | $0 | $0 |
| 2023 | 1 | $691,950 | $0 | $0 |
| 2022 | 1 | $485,132 | $0 | $0 |