Tidal Basin Holdco 401(k) match, vesting and fees
What Tidal Basin Holdco'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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Baker Tilly US 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 658 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Tidal Basin Holdco: employer contribution per participant | $2,552 | |
| Peer median | $2,935 |
| Tidal Basin Holdco: average balance | $35,781 | |
| Peer median | $92,585 |
| Tidal Basin Holdco: admin expenses ÷ assets | 0.58% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $20M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 712 | $20M | $1.4M | $2,552 | 0.58% | Not published | Form 5500 ↗ |
Common questions
Does Tidal Basin Holdco match 401(k) contributions?
The match terms for the Tidal Basin Holdco LLC 401(k) Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.4M in employer contributions, about $2,552 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tidal Basin Holdco 401(k) match vested?
The vesting schedule for the Tidal Basin Holdco LLC 401(k) Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tidal Basin Holdco 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services,inc. The plan administrator is Tidal Basin Holdco LLC.
I left Tidal Basin Holdco. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tidal Basin Holdco LLC, (315) 797-3035) or the recordkeeper, Schwab Retirement Plan Services,inc. The Tidal Basin Holdco old 401(k) page lists the contacts from every plan filing. Find an old Tidal Basin Holdco 401(k)
Data from the public Form 5500 annual reports Tidal Basin Holdco filed with the U.S. Department of Labor (plan years 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 Tidal Basin Holdco. Not financial advice. Report a correction · Methodology