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BATES & COMPANY, INC.

EIN 59-3465757-financial services-Latest filing 2024
Plans
1
Retirement
1
$2.0M assets
Welfare
0
Participants
30
1201 S. ORLANDO AVENUE, SUITE 202 - WINTER PARK, FL 32789407-645-4015batesco.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#003401k-$2.0M - 30 part

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Retirement#003

BATES & COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.0M
Participants30
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003BATES & COMPANY, INC. 401(K) PROFIT SHARING PLAN401k$2.0M302024
Retirement plans
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