Tonkon Torp LLP Profit Sharing and 401(k) Plan 401(k) match, vesting and fees
What Tonkon Torp LLP Profit Sharing and 401(k) Plan'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 | Geffen Mesher & Co., P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Tonkon Torp LLP Profit Sharing and 401(k) Plan: employer contribution per participant | $10,807 | |
| Peer median | $2,719 |
| Tonkon Torp LLP Profit Sharing and 401(k) Plan: average balance | $645,617 | |
| Peer median | $85,424 |
| Tonkon Torp LLP Profit Sharing and 401(k) Plan: admin expenses ÷ assets | 0.26% | |
| Peer median | 0.27% |
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 $124M at the end of plan year 2021 to $154M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 243 | $154M | $2.6M | $10,807 | 0.26% | Not published | Form 5500 ↗ |
| 2024 | 238 | $143M | $2.4M | $10,220 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 237 | $127M | $2.4M | $10,308 | 0.29% | Not published | Form 5500 ↗ |
| 2022 | 234 | $109M | $2.3M | $9,934 | 0.32% | Not published | Form 5500 ↗ |
| 2021 | 217 | $124M | $2.5M | $12,010 | 0.28% | Not published | Form 5500 ↗ |
Common questions
Does Tonkon Torp LLP Profit Sharing and 401(k) Plan match 401(k) contributions?
The match terms for the Tonkon Torp LLP Profit Sharing and 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $2.6M in employer contributions, about $10,807 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tonkon Torp LLP Profit Sharing and 401(k) Plan 401(k) match vested?
The vesting schedule for the Tonkon Torp LLP Profit Sharing and 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tonkon Torp LLP Profit Sharing and 401(k) Plan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services,inc. The plan administrator is Tonkon Torp LLP Profit Sharing and 401(k) Plan.
I left Tonkon Torp LLP Profit Sharing and 401(k) Plan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tonkon Torp LLP Profit Sharing and 401(k) Plan, (503) 221-1440) or the recordkeeper, Schwab Retirement Plan Services,inc. The Tonkon Torp LLP Profit Sharing and 401(k) Plan old 401(k) page lists the contacts from every plan filing. Find an old Tonkon Torp LLP Profit Sharing and 401(k) Plan 401(k)
Data from the public Form 5500 annual reports Tonkon Torp LLP Profit Sharing and 401(k) Plan 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 Tonkon Torp LLP Profit Sharing and 401(k) Plan. Not financial advice. Report a correction · Methodology