Tecolote Research retirement plan: assets, participants and fees
What Tecolote Research's retirement plan 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 | Schwab Retirment Plan Services Inc | Schedule C ↗ |
| Independent auditor | Bartlett, Pringle & Wolf LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Tecolote Research: employer contribution per participant | $14,355 | |
| Peer median | $2,600 |
| Tecolote Research: average balance | $257,813 | |
| Peer median | $84,124 |
| Tecolote Research: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.17% |
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 $158M at the end of plan year 2021 to $210M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 945 | $210M | $11.7M | $14,355 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 889 | $189M | $10.9M | $14,220 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 826 | $157M | $9.6M | $13,062 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 814 | $158M | $9.3M | $13,275 | 0.08% | Not published | Form 5500 ↗ |
Other Tecolote Research plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Tecolote Research, Inc. Employee Stock Ownership Plan
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 | Bartlett, Pringle & Wolf, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Tecolote Research match 401(k) contributions?
The match terms for the Tecolote Research, Inc. Money Purchase Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $11.7M in employer contributions, about $14,355 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tecolote Research 401(k) match vested?
The vesting schedule for the Tecolote Research, Inc. Money Purchase Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tecolote Research 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirment Plan Services Inc. The plan administrator is Tecolote Research, Inc..
I left Tecolote Research. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tecolote Research, Inc., (805) 571-6366) or the recordkeeper, Schwab Retirment Plan Services Inc. The Tecolote Research old 401(k) page lists the contacts from every plan filing. Find an old Tecolote Research 401(k)
Data from the public Form 5500 annual reports Tecolote 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 Tecolote Research. Not financial advice. Report a correction · Methodology