Hazen Research 401(k) match, vesting and fees
What Hazen Research'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 | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Hazen Research: employer contribution per participant | $1,614 | |
| Peer median | $2,521 |
| Hazen Research: average balance | $86,199 | |
| Peer median | $75,833 |
| Hazen Research: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.27% |
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 $16.9M at the end of plan year 2021 to $14.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 178 | $14.9M | $279K | $1,614 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 167 | $14M | $236K | $1,466 | 0.41% | Not published | Form 5500 ↗ |
| 2022 | 156 | $13.3M | $32K | $245 | 0.35% | Not published | Form 5500 ↗ |
| 2021 | 164 | $16.9M | $34K | $246 | 0.40% | Not published | Form 5500 ↗ |
Other Hazen Research plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Hazen Research, Inc. Employees' Stock Ownership Plan and Trust
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.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Hazen Research match 401(k) contributions?
The match terms for the Hazen Research, Inc. 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $279K in employer contributions, about $1,614 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hazen Research 401(k) match vested?
The vesting schedule for the Hazen Research, Inc. 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hazen Research 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Hazen Research, Inc..
I left Hazen Research. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hazen Research, Inc., (303) 279-4501) or the recordkeeper, Principal Life Insurance Company. The Hazen Research old 401(k) page lists the contacts from every plan filing. Find an old Hazen Research 401(k)
Data from the public Form 5500 annual reports Hazen Research filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Hazen Research. Not financial advice. Report a correction · Methodology