Torkildson Katz, a Law 401(k) match, vesting and fees
What Torkildson Katz, a Law'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 | Newport Group, Inc. | 2024 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
Plan history
Plan assets went from $42.6M at the end of plan year 2021 to $26.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 36 | $26.1M | $361K | $10,042 | 0.04% | Not published | Form 5500 ↗ |
| 2024 | 42 | $34.1M | $730K | $18,730 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 41 | $41.7M | $340K | $8,715 | 0.10% | Not published | Form 5500 ↗ |
| 2022 | 40 | $36.8M | $403K | $10,084 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 40 | $42.6M | $411K | $10,284 | 0.02% | Not published | Form 5500 ↗ |
Other Torkildson Katz, a Law plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Torkildson Katz, a Law Corp. - 401(k) 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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Torkildson Katz, a Law match 401(k) contributions?
The match terms for the Torkildson Katz, a Law Corporation Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $361K in employer contributions, about $10,042 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Torkildson Katz, a Law 401(k) match vested?
The vesting schedule for the Torkildson Katz, a Law Corporation Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Torkildson Katz, a Law 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Newport Group, Inc.. The plan administrator is Torkildson Katz, a Law Corporation.
I left Torkildson Katz, a Law. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Torkildson Katz, a Law Corporation, (808) 523-6000) or the recordkeeper, Newport Group, Inc.. The Torkildson Katz, a Law old 401(k) page lists the contacts from every plan filing. Find an old Torkildson Katz, a Law 401(k)
Data from the public Form 5500 annual reports Torkildson Katz, a Law 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 Torkildson Katz, a Law. Not financial advice. Report a correction · Methodology