Tep Holdings 401(k) match, vesting and fees
What Tep Holdings' 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 | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Kimberlin Company, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 266 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Tep Holdings: employer contribution per participant | $1,669 | |
| Peer median | $2,664 |
| Tep Holdings: average balance | $41,042 | |
| Peer median | $119,448 |
| Tep Holdings: admin expenses ÷ assets | 0.50% | |
| Peer median | 0.09% |
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 $25.8M at the end of plan year 2021 to $50.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,538 | $50.4M | $2M | $1,669 | 0.50% | Not published | Form 5500 ↗ |
| 2024 | 1,460 | $38.9M | $1.7M | $1,555 | 0.54% | Not published | Form 5500 ↗ |
| 2023 | 1,161 | $32.3M | $1.7M | $1,579 | 0.67% | Not published | Form 5500 ↗ |
| 2022 | 1,150 | $24.7M | $1.6M | $1,556 | 0.63% | Not published | Form 5500 ↗ |
| 2021 | 691 | $25.8M | $1.3M | $1,901 | 0.69% | Not published | Form 5500 ↗ |
Common questions
Does Tep Holdings match 401(k) contributions?
The match terms for the Tep Holdings 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $2M in employer contributions, about $1,669 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tep Holdings 401(k) match vested?
The vesting schedule for the Tep Holdings 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tep Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is John Hancock Life Insurance Company. The plan administrator is Tep Holdings, LLC.
I left Tep Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tep Holdings, LLC, (984) 255-7030) or the recordkeeper, John Hancock Life Insurance Company. The Tep Holdings old 401(k) page lists the contacts from every plan filing. Find an old Tep Holdings 401(k)
Data from the public Form 5500 annual reports Tep Holdings 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 Tep Holdings. Not financial advice. Report a correction · Methodology