# The Tate Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-tate-group-inc-401k-plan

> The Tate Group, INC.&#39;s 401(k) plan: 1 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

## Similar Plans

- [Tims Agency INC](https://planprovider.pro/companies/tims-agency-inc-401k-plan) — 1 participants

- [Best Insurance Group INC.](https://planprovider.pro/companies/best-insurance-group-inc-401k-plan) — 1 participants

- [Hamlin Financial Group, INC.](https://planprovider.pro/companies/hamlin-financial-group-inc-401k-plan) — 2 participants

- [Powell Agency INC](https://planprovider.pro/companies/powell-agency-inc-401k-plan) — 2 participants

- [C L H Enterprises, INC.](https://planprovider.pro/companies/c-l-h-enterprises-inc-401k-plan) — 2 participants

- [Huffstutler Insurance Group INC.](https://planprovider.pro/companies/huffstutler-insurance-group-inc-401k-plan) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-tate-group-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
