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  2. Allen Tate Real Estate, LLC
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Allen Tate Real Estate, LLC

EIN 83-2095449-real estate-Latest filing 2025
Plans
3
Retirement
2
$25.7M assets
Health & Benefits
1
$2.8M premiums
Participants
648
6700 FAIRVIEW ROAD, STE 200 - CHARLOTTE, NC 28210704-365-6910LinkedIn1-10 employeesreal estate
Plans on this EIN
3 filings
#001401(k)-$19.3M - 359 part#002401(k)-$6.3M - 61 part#501Fully insured-$2.8M - 269 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $25.7M assets / 420 participants

Assets by plan

Share of aggregate retirement assets

  • COMPANIES RETIREMENT PLAN (#001)$19.3M
  • PROFIT SHARING PLAN (#002)$6.3M
Total $25.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • COMPANIES RETIREMENT PLAN (#001)359
  • PROFIT SHARING PLAN (#002)61
Total 420Select a row to open it

Benefits portfolio analytics

1 plan / $2.8M premiums / 269 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Dental$159K
  • Life$43K
  • Long-term disability$38K
  • Other$35K
  • +2 more
Total $2.8M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ALLEN TATE COMPANIES RETIREMENT PLAN

401(k)

Assets$19.3M
Participants359
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

BEVERLY-HANKS & ASSOCIATES PROFIT SHARING PLAN

401(k)

Assets$6.3M
Participants61
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ALLEN TATE COMPANY CAFETERIA PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.8M
Covered lives269
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ALLEN TATE COMPANIES RETIREMENT PLAN401(k)$19.3M3592025
#002BEVERLY-HANKS & ASSOCIATES PROFIT SHARING PLAN401(k)$6.3M612025
  • ALLEN TATE COMPANIES RETIREMENT PLAN$19.3M
    #001 · 401(k) · 2025359
  • BEVERLY-HANKS & ASSOCIATES PROFIT SHARING PLAN$6.3M
    #002 · 401(k) · 202561

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ALLEN TATE COMPANY CAFETERIA PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.8M2692025
  • ALLEN TATE COMPANY CAFETERIA PLAN$2.8M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025269
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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