# The Tate Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-tate-group-inc-841857093-001

> The Tate Group, INC.'s 401(k) plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Plan Number:** 001

- **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.|

| 2024|1|$818,062|$0|$0|

| 2023|1|$691,950|$0|$0|

| 2022|1|$485,132|$0|$0|

## Similar Plans

- [Cah Holdings INC](https://planprovider.pro/companies/cah-holdings-inc-631157402-502) — 585 participants

- [Cah Holdings, INC.](https://planprovider.pro/companies/cah-holdings-inc-401k-plan) — 583 participants

- [Woodcrest Services, INC.](https://planprovider.pro/companies/woodcrest-services-inc-631086962-001) — 126 participants

- [Woodcrest Services INC](https://planprovider.pro/companies/woodcrest-services-inc-631086962-501) — 113 participants

- [Thames Batre Ltd, INC.](https://planprovider.pro/companies/thames-batre-ltd-inc-401k-plan) — 55 participants

- [Bates Insurance Agency, INC.](https://planprovider.pro/companies/bates-insurance-agency-inc-401k-plan) — 21 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-tate-group-inc-841857093-001)

© 2026 PlanProvider.Pro