Tecolote Research, Inc.ESOP
TECOLOTE RESEARCH, INC. EMPLOYEE STOCK OWNERSHIP PLAN · GOLETA, CA · plan year 2024
Tecolote Research, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $317,769,597 across 874 participant accounts, with employer contributions averaging $2,041 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 389th-largest of 9,483 plans among California employers on file, and the 535th of 11,654 in professional & technical services. active participation has grown from 566 to 632 since 2022.
Tecolote Research, Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Looking for an account from a past job here? How to find an old 401(k).
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 952834773 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.