Tarbell Management Group 401(k) match, vesting and fees
What Tarbell Management Group'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 Financial Life Insuran | Schedule C ↗ |
| Independent auditor | Tronconi, Segarra & Associates 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 1,999 defined-contribution plans in management of companies and enterprises with fewer than 100 participants.
| Tarbell Management Group: employer contribution per participant | $2,051 | |
| Peer median | $2,111 |
| Tarbell Management Group: average balance | $48,260 | |
| Peer median | $61,815 |
| Tarbell Management Group: admin expenses ÷ assets | 0.76% | |
| Peer median | 0.34% |
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 $3.3M at the end of plan year 2021 to $4.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 229 | $4.7M | $199K | $2,051 | 0.76% | Not published | Form 5500 ↗ |
| 2023 | 233 | $3.9M | $201K | $2,050 | 0.76% | Not published | Form 5500 ↗ |
| 2022 | 218 | $3M | $140K | $1,706 | 0.97% | Not published | Form 5500 ↗ |
| 2021 | 201 | $3.3M | $146K | $1,713 | 0.71% | Not published | Form 5500 ↗ |
Common questions
Does Tarbell Management Group match 401(k) contributions?
The match terms for the Tarbell Management Group, LLC Employee Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $199K in employer contributions, about $2,051 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tarbell Management Group 401(k) match vested?
The vesting schedule for the Tarbell Management Group, LLC Employee Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tarbell Management Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Financial Life Insuran. The plan administrator is Tarbell Management Group, LLC.
I left Tarbell Management Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tarbell Management Group, LLC, (518) 358-4229) or the recordkeeper, Transamerica Financial Life Insuran. The Tarbell Management Group old 401(k) page lists the contacts from every plan filing. Find an old Tarbell Management Group 401(k)
Data from the public Form 5500 annual reports Tarbell Management Group 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 Tarbell Management Group. Not financial advice. Report a correction · Methodology