Allen Tate Real Estate 401(k) match, vesting and fees
What Allen Tate Real Estate's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Tinsley & Terry, Cpas, P.A. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Allen Tate Real Estate: employer contribution per participant | $572 | |
| Peer median | $1,680 |
| Allen Tate Real Estate: average balance | $62,917 | |
| Peer median | $52,722 |
| Allen Tate Real Estate: admin expenses ÷ assets | 0.55% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $18.1M at the end of plan year 2021 to $17.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 348 | $17.3M | $157K | $572 | 0.55% | Not published | Form 5500 ↗ |
| 2023 | 358 | $16.4M | $165K | $568 | 0.61% | Not published | Form 5500 ↗ |
| 2022 | 422 | $15.2M | $319K | $992 | 0.57% | Not published | Form 5500 ↗ |
| 2021 | 358 | $18.1M | $191K | $587 | 0.63% | Not published | Form 5500 ↗ |
Other Allen Tate Real Estate plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Beverly-Hanks & Associates Profit Sharing Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Allen Tate Real Estate match 401(k) contributions?
The match terms for the Allen Tate Companies Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $157K in employer contributions, about $572 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Allen Tate Real Estate 401(k) match vested?
The vesting schedule for the Allen Tate Companies Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Allen Tate Real Estate 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Allen Tate Real Estate, LLC.
I left Allen Tate Real Estate. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Allen Tate Real Estate, LLC, (704) 365-6910) or the recordkeeper, Principal Life Insurance Company. The Allen Tate Real Estate old 401(k) page lists the contacts from every plan filing. Find an old Allen Tate Real Estate 401(k)
Data from the public Form 5500 annual reports Allen Tate Real Estate filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Allen Tate Real Estate. Not financial advice. Report a correction · Methodology