Herrick Technology Laboratories 401(k) match, vesting and fees
What Herrick Technology Laboratories' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Sc&H Attest Services, P.C. (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.
| Herrick Technology Laboratories: employer contribution per participant | $3,394 | |
| Peer median | $2,521 |
| Herrick Technology Laboratories: average balance | $156,818 | |
| Peer median | $75,833 |
| Herrick Technology Laboratories: admin expenses ÷ assets | 0.22% | |
| 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 $24.2M at the end of plan year 2021 to $30M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 191 | $30M | $648K | $3,394 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 220 | $26.4M | $725K | $3,488 | 0.22% | Not published | Form 5500 ↗ |
| 2022 | 209 | $21.6M | $707K | $3,384 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 220 | $24.2M | $682K | $3,173 | 0.27% | Not published | Form 5500 ↗ |
Common questions
Does Herrick Technology Laboratories match 401(k) contributions?
The match terms for the Herrick Technology Laboratories Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $648K in employer contributions, about $3,394 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Herrick Technology Laboratories 401(k) match vested?
The vesting schedule for the Herrick Technology Laboratories Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Herrick Technology Laboratories 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Herrick Technology Laboratories, Inc..
I left Herrick Technology Laboratories. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Herrick Technology Laboratories, Inc., (301) 461-1953) or the recordkeeper, Fidelity Investments Institutional. The Herrick Technology Laboratories old 401(k) page lists the contacts from every plan filing. Find an old Herrick Technology Laboratories 401(k)
Data from the public Form 5500 annual reports Herrick Technology Laboratories 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 Herrick Technology Laboratories. Not financial advice. Report a correction · Methodology