Presidio Employee 401(k) match, vesting and fees
What Presidio Employee'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 | Transamerica Fin. Life Ins. Co. | Schedule C ↗ |
| Independent auditor | Templeton & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 356 defined-contribution plans in mining, quarrying, and oil and gas extraction with 100 to 499 participants.
| Presidio Employee: employer contribution per participant | $5,788 | |
| Peer median | $3,000 |
| Presidio Employee: average balance | $83,271 | |
| Peer median | $70,698 |
| Presidio Employee: admin expenses ÷ assets | 0.49% | |
| Peer median | 0.32% |
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 $5.5M at the end of plan year 2022 to $9.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 149 | $9.7M | $677K | $5,788 | 0.49% | Not published | Form 5500 ↗ |
| 2023 | 169 | $7.7M | $653K | $5,180 | 0.51% | Not published | Form 5500 ↗ |
| 2022 | 131 | $5.5M | $698K | $5,328 | 1.14% | Not published | Form 5500 ↗ |
Common questions
Does Presidio Employee match 401(k) contributions?
The match terms for the Presidio Employee Co LLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $677K in employer contributions, about $5,788 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Presidio Employee 401(k) match vested?
The vesting schedule for the Presidio Employee Co LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Presidio Employee 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Fin. Life Ins. Co.. The plan administrator is Presidio Employee Co LLC.
I left Presidio Employee. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Presidio Employee Co LLC, (817) 253-7248) or the recordkeeper, Transamerica Fin. Life Ins. Co.. The Presidio Employee old 401(k) page lists the contacts from every plan filing. Find an old Presidio Employee 401(k)
Data from the public Form 5500 annual reports Presidio Employee filed with the U.S. Department of Labor (plan years 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 Presidio Employee. Not financial advice. Report a correction · Methodology