Tortoise Parent Holdco 401(k) match, vesting and fees
What Tortoise Parent 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 | Cbiz Cpas 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 36,575 defined-contribution plans in finance and insurance with fewer than 100 participants.
| Tortoise Parent Holdco: employer contribution per participant | $2,824 | |
| Peer median | $2,959 |
| Tortoise Parent Holdco: average balance | $210,318 | |
| Peer median | $95,949 |
| Tortoise Parent Holdco: admin expenses ÷ assets | 0.38% | |
| Peer median | 0.22% |
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 $21M at the end of plan year 2023 to $15.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 75 | $15.6M | $209K | $2,824 | 0.38% | Not published | Form 5500 ↗ |
| 2024 | 101 | $20M | $302K | $3,018 | 0.37% | Not published | Form 5500 ↗ |
| 2023 | 123 | $21M | $443K | $3,627 | 0.30% | Not published | Form 5500 ↗ |
Common questions
Does Tortoise Parent Holdco match 401(k) contributions?
The match terms for the Tortoise 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $209K in employer contributions, about $2,824 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Tortoise Parent Holdco 401(k) match vested?
The vesting schedule for the Tortoise 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Tortoise Parent Holdco 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services,inc. The plan administrator is Tortoise Parent Holdco, LLC.
I left Tortoise Parent Holdco. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Tortoise Parent Holdco, LLC, (913) 981-1020) or the recordkeeper, Schwab Retirement Plan Services,inc. The Tortoise Parent Holdco old 401(k) page lists the contacts from every plan filing. Find an old Tortoise Parent Holdco 401(k)
Data from the public Form 5500 annual reports Tortoise Parent Holdco filed with the U.S. Department of Labor (plan years 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 Tortoise Parent Holdco. Not financial advice. Report a correction · Methodology