Plan Ledger DOL Form 5500 · updated monthly

Tates Rents, Inc.401(k)

TATES RENTS, INC. 401(K) PROFIT SHARING PLAN · BOISE, ID · plan year 2022

Reported admin expense ratio · 2022
0.90%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Tates Rents, Inc. reported $26,881 in plan administrative expenses for 2022: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,887 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Idaho (270th of 349), and 1,745th of 2,096 in real estate & leasing. In 2022, employees put in $1.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,887,992
Participants with balances78
Active participants97
Employer contributions$183,031
Employee contributions$289,897
Employer contribution per active participant$1,887
Average account balance$37,026
Benefits paid to participants$92,350
Plan auditUnmodified (clean) audit opinion
AuditorHARRIS CPAS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$19,381
Investment management$7,500
Total administrative$26,881
The Tates Rents, Inc. 401(k) match · 2022
Employer contribution per active participant$1,887
Median for plans this size$1,114

Tates Rents, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$26,881 · 0.90%
Same employer
Similar plansReal Estate & Leasing · Idaho
Futura Title & Escrow, LLC ID$48.2M · 0.14%
Pioneer Holding, Inc. ID$44.1M · 0.33%
Ball Ventures, LLC ID$11.5M · 0.46%
Tablerock Residential ID$1.4M · 2.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820467137 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.