Targa Real Estate Services 401(k) match, vesting and fees
What Targa Real Estate Services' 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 | John M Watkins Cpa (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 502 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Targa Real Estate Services: employer contribution per participant | $944 | |
| Peer median | $1,772 |
| Targa Real Estate Services: average balance | $14,960 | |
| Peer median | $60,900 |
| Targa Real Estate Services: admin expenses ÷ assets | 1.64% | |
| Peer median | 0.38% |
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 $463K at the end of plan year 2021 to $2.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 167 | $2.2M | $142K | $944 | 1.64% | Not published | Form 5500 ↗ |
| 2024 | 161 | $1.5M | $134K | $1,000 | 1.69% | Not published | Form 5500 ↗ |
| 2023 | 157 | $974K | $114K | $880 | 1.89% | Not published | 5500-SF ↗ |
| 2022 | 34 | $520K | $50K | $1,626 | 1.87% | Not published | 5500-SF ↗ |
| 2021 | 33 | $463K | $47K | $1,614 | 2.52% | Not published | 5500-SF ↗ |
Common questions
Does Targa Real Estate Services match 401(k) contributions?
The match terms for the Targa Real Estate Services 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $142K in employer contributions, about $944 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Targa Real Estate Services 401(k) match vested?
The vesting schedule for the Targa Real Estate Services 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Targa Real Estate Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Targa Real Estate Services, Inc..
I left Targa Real Estate Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Targa Real Estate Services, Inc., (253) 925-2242) or the recordkeeper, Principal Life Insurance Company. The Targa Real Estate Services old 401(k) page lists the contacts from every plan filing. Find an old Targa Real Estate Services 401(k)
Data from the public Form 5500 annual reports Targa Real Estate Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Targa Real Estate Services. Not financial advice. Report a correction · Methodology